Investment Choice Course
This Investment Selection Course equips investment advisers with essential skills to transform client objectives into effective portfolios. It encompasses asset allocation, risk oversight, tax-optimised accounts, and hands-on implementation to provide compliant, transparent, and outcome-focused advice that enhances long-term results.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Investment Selection Course offers a straightforward, practical structure for assessing clients, recognising behavioural influences, and ensuring recommendations comply with regulations and match risk appetites. Participants will learn to align objectives with timeframes, create bespoke asset distributions and glide paths, pick tax-advantaged accounts and investments, control expenses, and implement rigorous oversight, stress analysis, and rebalancing to achieve superior sustained performance.
Elevify advantages
Develop skills
- Client profiling expertise: convert goals, risk tolerance, and behaviours into precise recommendations.
- Portfolio allocation strategy: construct objective-driven portfolios featuring effective glide paths.
- Fund and tax wrapper choices: select optimal products and accounts suited to actual clients.
- Risk control and rebalancing methods: address drift, conduct stress tests, and safeguard investments.
- Outcome tracking and communication: monitor performance and convey results in straightforward terms.
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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