investment Management Course
This course equips learners with practical skills for investment management, focusing on portfolio creation, risk assessment, asset allocation, and ongoing monitoring to meet client goals effectively.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Investment Management Course provides a straightforward, practical approach to creating and managing strong portfolios. You will learn to identify client needs, forecast cash flows, evaluate risks, and establish achievable return goals. Develop practical abilities in allocating assets, choosing securities and funds, planning income, rebalancing, oversight, and employing simple tools for transparent, rule-compliant discussions with clients and sustained planning.
Elevify advantages
Develop skills
- Strategic asset allocation: quickly construct efficient, varied portfolios.
- Risk and return modelling: easily perform scenarios, stress tests, and Monte Carlo simulations.
- Security and fund selection: rigorously choose ETFs, bonds, and cash options.
- Income and liquidity planning: create tax-efficient withdrawals and cash reserves.
- Portfolio monitoring and rebalancing: establish guidelines, monitor performance, and maintain alignment.
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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