from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Stocks and Shares Course provides a straightforward, hands-on approach to assessing clients, setting goals, and creating basic stock portfolios. You'll learn to choose 4–6 stocks, incorporate diversification, and evaluate them using essential indicators like P/E, ROE, profit margins, debt levels, and dividend yields. The course also covers industry reviews, ESG considerations, risk assessments, and delivering simple, straightforward advice that clients can confidently follow.
Elevify advantages
Develop skills
- Client equity profiling: quickly align goals, risk tolerance, and timelines.
- Stock selection basics: select 4–6 solid stocks based on fundamental valuation metrics.
- Simple portfolio design: construct balanced, long-term equity holdings.
- Practical risk mapping: identify major portfolio risks and prepare for various outcomes.
- Clear client reporting: communicate stock picks and metrics in everyday language.
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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