from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a straightforward, hands-on guide to creating and handling long-term investment portfolios with assurance. You will learn to identify client goals, assess risks and returns, choose ETFs and funds, and create balanced investment mixes. Gain expertise in tax-smart strategies, rebalancing methods, scenario planning, and clear communication to make reliable, fact-based investment choices that meet actual client requirements.
Elevify advantages
Develop skills
- Build long-term portfolios: create strategic asset allocations for over 22 years.
- Analyse asset classes: quickly compare risks, returns, and diversification advantages.
- Select ETFs and funds: evaluate fees, liquidity, tracking errors, and tax effects.
- Implement and rebalance: establish contributions, thresholds, and tax-efficient adjustments.
- Advise clients clearly: simply explain risks, volatility, and retirement options.
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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