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Investment Selection & Screening Course

Investment Selection & Screening Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Investment Selection and Screening Course provides a straightforward, practical methodology to establish a market universe, develop fundamental and technical screening criteria, and generate a targeted shortlist. Participants will master the creation of reliable screens, evaluation of financial stability, examination of price movements, and integration of scores to produce documented medium-term recommendations incorporating risk management, oversight protocols, and immediately applicable, reproducible instruments.

Elevify advantages

Develop skills

  • Develop robust fundamental stock screens using professional-grade filters.
  • Integrate technical and fundamental indicators for precise entry and exit timing.
  • Evaluate balance sheets, cash flows, and valuations to rank leading equity selections swiftly.
  • Construct client-appropriate portfolios incorporating defined risk parameters, position sizing, and exit conditions.
  • Establish repeatable spreadsheet workflows leveraging free data sources and screening tools.

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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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