Asset Management Training
Master asset management using practical tools for building portfolios, controlling risks, tax-efficient investing, and clear client communication. Gain skills to create optimised allocations, handle drawdowns, and confidently support U.S. private investors with professional approaches.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Asset Management Training offers a straightforward, hands-on method to assess U.S. private clients, convert their objectives and limits into smart investment strategies, and evaluate varied portfolios with basic modelling techniques. You will master choosing asset types and tools, handling risks, rebalancing effectively, minimising taxes, and explaining advice simply through clear, documented reports.
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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