Banking investment Course
This course provides essential skills for banking investment professionals to deliver compliant, client-centered advisory services, covering portfolio construction, product selection, risk assessment, client profiling, and effective communication.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Banking Investment Course equips you with practical tools to profile clients, assess risk tolerance, and match suitable products while adhering to regulatory standards. You will learn to construct starter portfolios, explain risk and return clearly, handle objections confidently, and select cost-efficient retail products, enabling you to provide compliant, client-focused solutions with clear next steps and ongoing guidance.
Elevify advantages
Develop skills
- Portfolio design: build starter allocations, glidepaths, and rebalancing rules.
- Product selection: choose funds, ETFs, and bonds with smart cost and tax focus.
- Risk analysis: assess volatility, drawdowns, and diversification for client goals.
- Client profiling: translate goals and risk tolerance into suitable portfolios.
- Advisory communication: explain strategies clearly and handle client objections.
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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