Portfolio Manager Course
This course equips you with essential skills for effective portfolio management, from client profiling and asset allocation to risk management and performance reporting.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Portfolio Manager Course provides a practical framework to profile mass-affluent clients, set clear objectives, and construct disciplined, diversified portfolios. You will learn strategic asset allocation, instrument selection, risk controls, crisis playbooks, and hedging tools, followed by mastering monitoring, rebalancing, performance evaluation, and client-ready reporting for consistent, accountable results.
Elevify advantages
Develop skills
- Build strategic asset allocations: align client goals, risk, and time horizon.
- Implement portfolios with ETFs, bonds, and alternatives for cost-efficient exposure.
- Monitor, rebalance, and govern portfolios using clear, rules-based frameworks.
- Measure and explain performance with benchmarks, attribution, and risk-adjusted ratios.
- Apply risk controls, hedging tools, and crisis playbooks to protect client capital.
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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