from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, hands-on course develops practical skills in profiling clients, assessing suitability, and writing straightforward proposals with easy language and number examples. You will learn to put together varied portfolios, describe risks in simple words, manage follow-ups and reports, and use ethical, rule-following methods to give clear, aim-oriented advice confidently in daily client dealings.
Elevify advantages
Develop skills
- Master client profiling: quickly check goals, risk tolerance, and investment ability.
- Develop portfolio building skills: create diversified ETF portfolios for actual clients quickly.
- Communicate risks clearly: explain market, liquidity, and inflation risks in straightforward terms.
- Provide advice ready for compliance: record proposals, disclosures, and next steps.
- Practice ethical brokering: match compensation, conflicts, and duty to act in best interest.
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
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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