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Investment Choice Course

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

What will I learn?

This course provides a practical framework for profiling clients, addressing behavioral biases, and crafting compliant recommendations based on risk tolerance. Participants learn to align goals with time horizons, create custom asset allocations and glidepaths, pick tax-smart accounts and products, control costs, and implement ongoing monitoring, stress tests, and rebalancing for optimal outcomes.

Elevify advantages

Develop skills

  • Client profiling mastery: turn goals, risk, and behavior into clear advice.
  • Asset allocation design: build goal-based portfolios with smart glidepaths.
  • Product and account selection: choose funds and tax wrappers for real clients.
  • Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
  • Performance monitoring and reporting: track outcomes and explain results simply.

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

I was just promoted to Intelligence Advisor for the Prison System, and the Elevify course was crucial for me to be chosen.
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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