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investment Course

investment Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This short course provides a full, hands-on guide to creating and handling a well-disciplined personal investment portfolio, starting from defining objectives, planning finances, and building emergency savings to selecting options such as shares, bonds, mutual funds, and property investments. Gain knowledge on distributing assets, assessing risks and rewards, guidelines for rebalancing, decisions mindful of taxes, setting up automatic processes, and measures against emotional biases to develop a straightforward, repeatable strategy for sustained wealth increase.

Elevify advantages

Develop skills

  • Create a personal investment strategy: covering budgets, targets, and emergency funds.
  • Construct varied portfolios: using core-satellite distribution with defined risk boundaries.
  • Assess risk and reward: applying measures like volatility, Sharpe ratio, and maximum loss indicators.
  • Carry out effective rebalancing: protocols for handling market declines, upswings, and deviation management.
  • Minimise expenses and taxes: reduce charges, utilise tax-beneficial accounts, and steer clear of common errors.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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