Beginner Investor Course
This course equips beginners with foundational knowledge and practical skills to start investing confidently, covering financial assessment, portfolio construction, risk management, and automated strategies for long-term wealth building.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Beginner Investor Course provides a straightforward, step-by-step guide to identifying your financial situation, establishing long-term objectives, and grasping risk concepts. You will explore essential modern portfolio principles, how to choose ETFs, and basic asset allocation strategies suited for 15–30 year timeframes. Additionally, you will gain expertise in compounding, rebalancing, automating investments, and setting up practical accounts to confidently create and oversee a disciplined, varied investment plan.
Elevify advantages
Develop skills
- Build your investor profile: goals, risk tolerance, and savings capacity.
- Design a diversified ETF portfolio: U.S., international, and bond exposure.
- Apply modern portfolio basics: risk/return, compounding, and return ranges.
- Set up and automate investing: broker choice, account types, and buy schedules.
- Control risk with rules: rebalancing, dollar-cost averaging, and diversification.
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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