Investment Choice Course
The Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers client profiling, asset allocation, risk management, tax-efficient accounts, product selection, monitoring, rebalancing, and compliant advice delivery for superior long-term results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a practical framework for profiling clients, understanding behavioural biases, and aligning recommendations with regulations and risk tolerance. Participants learn to map goals and time horizons, design tailored allocations and glidepaths, select tax-efficient accounts and products, manage costs, and implement disciplined monitoring, stress testing, and rebalancing for optimal outcomes.
Elevify advantages
Develop skills
- Client profiling mastery: turn goals, risk, and behaviour into clear advice.
- Asset allocation design: build goal-based portfolios with smart glidepaths.
- Product and account selection: choose funds and tax wrappers for real clients.
- Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
- Performance monitoring and reporting: track outcomes and explain results simply.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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