Asset Management Training
Master asset management for U.S. private clients using practical tools to construct portfolios, control risks, optimize taxes, and communicate effectively. Gain skills in profiling clients, modeling markets in Excel, designing allocations, managing drawdowns, and delivering clear reports with confidence.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course provides a practical framework for asset management, teaching you to profile U.S. private clients, convert their goals into strategic portfolio allocations, and evaluate options with basic modeling tools. You'll master selecting assets and instruments, controlling risks, efficient rebalancing, tax optimization, and presenting recommendations through professional reports in straightforward language.
Elevify advantages
Develop skills
- Portfolio design: build diversified, risk-aware allocations fast.
- Risk controls: set drawdown limits, buffers, and tax-smart rebalancing.
- Client profiling: translate U.S. investor goals and limits into portfolios.
- Market modeling: estimate returns, volatility, and stress scenarios in Excel.
- Client communication: present allocations, risks, and reports in plain english.
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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