investment Management Course
This course equips learners with essential skills for effective investment management, focusing on portfolio construction, risk assessment, and ongoing maintenance to achieve client financial goals.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This Investment Management Course provides a concise, practical framework for building and maintaining robust portfolios. Learn to define client profiles, model cash flows, assess risk, and set realistic return expectations. Gain hands-on skills in asset allocation, security and fund selection, income planning, rebalancing, governance, and using accessible tools for clear, compliant client communication and long-term planning.
Elevify advantages
Develop skills
- Strategic asset allocation: build efficient, diversified portfolios quickly.
- Risk and return modelling: run scenarios, stress tests, and Monte Carlo simulations simply.
- Security and fund selection: select ETFs, bonds, and cash instruments rigorously.
- Income and liquidity planning: design tax-efficient withdrawals and cash reserves.
- Portfolio monitoring and rebalancing: establish rules, monitor performance, and maintain alignment.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course duration?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course