investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis and portfolio management, focusing on ETFs, mutual funds, asset allocation, risk assessment, and rebalancing strategies for real-world application.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course provides a straightforward, practical approach to researching ETFs and mutual funds, constructing diversified portfolios, and handling risk with assurance. You will cover asset allocation, choosing instruments, tax-efficient strategies, stress testing, and systematic rebalancing, along with client-oriented reporting tools that you can use right away in everyday situations.
Elevify advantages
Develop skills
- Screening ETFs and funds: quickly pick top-quality equity and bond ETFs.
- Designing asset allocation: create strategic multi-asset combinations for actual clients.
- Building portfolios: assign weights to assets, apply tax-efficient and cost-effective methods.
- Analysing risk and scenarios: evaluate drawdowns, stress events, and tail risks.
- Monitoring and rebalancing: follow performance, adjust balances, and justify actions.
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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