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Advanced Investment Strategies Course

Advanced Investment Strategies Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Advanced Investment Strategies Course gives you practical tools to design robust portfolios over a 12-year horizon, optimize strategic asset allocation, and manage risk with confidence. Learn diversification, rebalancing, liquidity planning, tax-aware implementation, and rigorous due diligence, plus clear client communication, policy frameworks, and performance modeling for stronger, more consistent results.

Elevify advantages

Develop skills

  • Strategic asset allocation: build multi-asset portfolios for a 12-year horizon.
  • Advanced risk management: apply risk budgeting, tail hedging, and smart rebalancing.
  • Liquidity and tax planning: design ladders, withdrawals, and tax-aware execution.
  • Instrument due diligence: screen ETFs, bonds, REITs, and alternatives with rigor.
  • Client policy and reporting: craft IPS, dashboards, and clear performance narratives.

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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