Investment Strategist Course
This course equips you with practical skills to design, implement, and manage long-term investment portfolios tailored to client needs, incorporating asset allocation, risk management, and ongoing oversight strategies.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Investment Strategist Course provides a straightforward, hands-on approach to creating strong long-term investment portfolios, identifying client goals and limitations, and establishing practical expectations for capital markets. You will learn to craft strategic asset distributions, choose effective ETFs and funds, handle risks through scenario reviews and stress tests, and develop structured rules for oversight, rebalancing, and withdrawals that adjust smoothly as time goes on.
Elevify advantages
Develop skills
- Build client-focused strategic asset allocations that match goals and risk levels.
- Model 20-year portfolio results using scenarios, stress tests, and checks for extreme risks.
- Convert capital market expectations into workable combinations of equities, bonds, and REITs.
- Put portfolios into action with affordable ETFs, tax-smart trading, and effective rebalancing.
- Create oversight guidelines, withdrawal strategies, and safeguards against poor decisions for clients.
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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