Asset Management Training
Master asset management for U.S. private clients using practical tools for portfolio construction, risk control, tax optimisation, and clear communication. Gain skills to design diversified allocations, manage drawdowns effectively, model market scenarios in Excel, and deliver professional reports with confidence.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This training provides a practical framework to profile U.S. private clients, convert their goals and constraints into strategic portfolio allocations, and evaluate diversified options with basic modelling tools. You will learn to choose asset classes and instruments, control risks, rebalance portfolios efficiently, optimise taxes, and explain recommendations clearly through professional reports.
Elevify advantages
Develop skills
- Portfolio design: build diversified, risk-aware allocations fast.
- Risk controls: set drawdown limits, buffers, and tax-smart rebalancing.
- Client profiling: translate U.S. investor goals and limits into portfolios.
- Market modeling: estimate returns, volatility, and stress scenarios in Excel.
- Client communication: present allocations, risks, and reports in plain english.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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