investment Course
This course equips you with practical skills to build, manage, and optimize a personal investment portfolio for long-term wealth growth, covering planning, diversification, risk assessment, rebalancing, and cost efficiency.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This straightforward course provides a full, hands-on guide to creating and handling a disciplined personal investment portfolio, starting from setting objectives, budgeting, and building emergency savings to selecting options like shares, bonds, mutual funds, and property investments. You'll learn about spreading assets, assessing risks and returns, rules for rebalancing, tax-smart choices, automation, and ways to avoid emotional mistakes, helping you develop a simple, repeatable strategy for growing your wealth over time.
Elevify advantages
Develop skills
- Build a personal investment plan: budgets, goals, and emergency reserves.
- Design diversified portfolios: core-satellite allocation with clear risk limits.
- Model risk and return: use volatility, Sharpe ratio, and drawdown metrics.
- Execute smart rebalancing: rules for market drops, rallies, and drift control.
- Optimize costs and taxes: cut fees, use tax-advantaged accounts, avoid pitfalls.
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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