Investment Fundamentals Course
This hands-on course provides foundational knowledge in investment basics, enabling participants to make informed decisions by evaluating products, understanding key documents, comparing options, and building simple portfolios with strategies for long-term stability.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Build a strong base for wise, sure decisions with this short, hands-on Investment Basics Course. Learn to check out products, read fact sheets and prospectuses, compare yields and fees, and figure returns with simple examples. You will set clear goals, create a basic mixed portfolio, establish rules for rebalancing, and keep steady during market drops with a clear, written plan.
Elevify advantages
Develop skills
- Build investor profiles: set goals, risk tolerance, and time frames quickly.
- Analyze main instruments: compare bonds, index funds, and cash using real data.
- Design simple portfolios: allocate, rebalance, and reduce costs on small amounts.
- Estimate returns fast: run 10-year examples and risk-reward balances.
- Plan for downturns: set rules, handle emotions, and stay steady under pressure.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an online course and how does it work?
PDF Course