investment Course
This course equips learners with practical skills to build and manage a disciplined personal investment portfolio for long-term wealth growth.

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.What our students say
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