Investment Fundamentals Course
This course provides foundational knowledge in investing, covering research, portfolio design, return estimation, and strategies for market volatility.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Build a solid foundation for smart, confident decisions with this short, practical Investment Fundamentals Course. Learn to research products, read fact sheets and prospectuses, compare yields and fees, and estimate returns with simple scenarios. You will define clear goals, design a basic diversified portfolio, set rules for rebalancing, and stay disciplined through market downturns with a clear, written action plan.
Elevify advantages
Develop skills
- Build investor profiles: define goals, risk tolerance, and time horizons fast.
- Analyze core instruments: compare bonds, index funds, and cash with real data.
- Design simple portfolios: allocate, rebalance, and cut costs on small balances.
- Estimate returns quickly: run 10-year scenarios and risk–reward trade-offs.
- Plan for downturns: set rules, manage emotions, and stay disciplined under stress.
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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