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Stocks and Shares Course

Stocks and Shares Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

The Stocks and Shares Course provides a straightforward, hands-on approach to assessing clients, setting goals, and creating basic equity portfolios. You'll learn to choose 4–6 stocks, incorporate diversification, and evaluate them using essential indicators like P/E, ROE, profit margins, debt levels, and dividend yields. Additionally, you'll cover sector reviews, ESG considerations, risk assessments, and how to deliver simple, straightforward advice that clients can confidently follow.

Elevify advantages

Develop skills

  • Client equity profiling: quickly align goals, risk tolerance, and investment timeline.
  • Stock selection fundamentals: select 4–6 solid stocks based on key valuation measures.
  • Basic portfolio construction: create diversified, enduring stock investments.
  • Effective risk assessment: identify major portfolio risks and prepare for various outcomes.
  • Straightforward client communication: describe stock picks and figures in everyday language.

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 my interest without needing to change platforms... I thank you 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, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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