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Asset Management Training

Asset Management Training
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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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