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
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