Investment Strategist Course
This course equips learners with practical skills to design, implement, and manage long-term investment portfolios tailored to client needs, incorporating asset allocation, risk management, and ongoing oversight strategies.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Investment Strategist Course provides a straightforward, hands-on approach to creating solid long-term investment portfolios, identifying client goals and limitations, and establishing practical expectations for capital markets. You will learn to craft strategic asset distributions, choose cost-effective ETFs and funds, handle risks through scenario reviews and stress tests, and develop structured rules for oversight, rebalancing, and withdrawals that adjust smoothly over time.
Elevify advantages
Develop skills
- Develop client-focused strategic asset allocations that match goals and risk levels.
- Simulate 20-year portfolio results using scenarios, stress tests, and checks for extreme risks.
- Convert capital market forecasts into workable combinations of equities, bonds, and REITs.
- Put portfolios into action with affordable ETFs, tax-smart trading, and effective rebalancing.
- Create oversight guidelines, withdrawal strategies, and safeguards against poor client decisions.
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 workloadWhat our students say
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