Investment Fundamentals Course
This course provides foundational knowledge in investment basics, enabling participants to make informed decisions through practical exercises in analyzing products, building portfolios, and managing risks.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Build a strong base for wise, assured choices with this brief, hands-on Investment Basics Course. Learn to check out products, read fact sheets and prospectuses, compare yields and fees, and figure returns with easy scenarios. You will set clear goals, create a simple mixed portfolio, establish rules for rebalancing, and keep steady during market drops with a clear, written action plan.
Elevify advantages
Develop skills
- Build investor profiles: set goals, risk tolerance, and time frames quickly.
- Analyse main instruments: compare bonds, index funds, and cash with actual data.
- Design simple portfolios: allocate, rebalance, and reduce costs on small amounts.
- Estimate returns fast: run 10-year scenarios and risk-reward balances.
- Plan for downturns: set rules, handle emotions, and remain disciplined under pressure.
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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