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Advanced Investment Strategies Course

Advanced Investment Strategies Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Advanced Investment Strategies Course equips participants with practical techniques to create durable portfolios spanning 12 years, refine strategic asset allocation, and handle risks effectively. Key areas include diversification strategies, portfolio rebalancing, liquidity forecasting, tax-sensitive execution, thorough due diligence on instruments, alongside effective client dialogues, policy development, and performance simulations for superior, reliable outcomes.

Elevify advantages

Develop skills

  • Strategic asset allocation: construct multi-asset portfolios over a 12-year horizon.
  • Advanced risk management: implement risk budgeting, tail hedging, and intelligent rebalancing.
  • Liquidity and tax planning: develop ladders, withdrawals, and tax-efficient strategies.
  • Instrument due diligence: rigorously evaluate ETFs, bonds, REITs, and alternative investments.
  • Client policy and reporting: create IPS documents, dashboards, and compelling performance reports.

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

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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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