investment Course
This course equips you with practical skills to create and manage a disciplined personal investment portfolio for long-term wealth growth, covering goal setting, diversification, risk analysis, rebalancing, and tax optimization.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short course provides a full, practical guide to building and managing a disciplined personal investment portfolio, from setting goals, budgeting, and emergency savings to selecting options like shares, bonds, funds, and property investments. Learn about asset distribution, risk and return analysis, rebalancing strategies, tax-smart choices, automation, and behavioural protections so you can develop a clear, repeatable plan for long-term wealth growth.
Elevify advantages
Develop skills
- Build a personal investment plan: budgets, goals, and emergency savings.
- Design diversified portfolios: core-satellite distribution with clear risk limits.
- Model risk and return: use volatility, Sharpe ratio, and drawdown measures.
- Execute smart rebalancing: rules for market drops, rallies, and drift control.
- Optimise costs and taxes: reduce fees, use tax-advantaged accounts, avoid pitfalls.
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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