Investment Choice Course
This Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers asset allocation, risk management, tax-efficient accounts, and compliant execution for delivering strong, results-focused advice that meets regulatory standards and client needs.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a straightforward framework in the Investment Choice Course to assess clients, spot behavioural biases, and craft compliant recommendations based on risk tolerance. Master mapping financial goals and timelines, creating custom portfolio allocations and glide paths, picking tax-smart accounts and investments, controlling costs, plus ongoing monitoring, stress testing, and rebalancing for superior long-term results.
Elevify advantages
Develop skills
- Master client profiling to convert goals, risk tolerance, and behaviours into solid advice.
- Design effective asset allocations with goal-oriented portfolios and glide paths.
- Select optimal products and tax-efficient accounts suited for actual clients.
- Apply risk management and rebalancing strategies, including stress testing to safeguard portfolios.
- Monitor performance and deliver clear, simple reports on investment results.
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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