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Investment Choice Course

Investment Choice Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

This course provides a practical framework for profiling clients, addressing behavioral biases, and crafting compliant recommendations based on risk tolerance. Participants learn to align goals with time horizons, create customized asset allocations and glidepaths, select optimal tax-efficient accounts and products, control costs, and implement rigorous monitoring, stress testing, and rebalancing strategies for enhanced investment outcomes.

Elevify advantages

Develop skills

  • Client profiling mastery: turn goals, risk, and behavior 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Correctional 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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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