from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This concise, practical course builds real-world skills in client profiling, suitability assessment, and clear proposal writing using simple language and numeric examples. Learn to construct diversified portfolios, explain risk in plain terms, handle follow-up and reporting, and apply ethical, compliant practices so you can deliver transparent, goal-focused recommendations with confidence in everyday client interactions.
Elevify advantages
Develop skills
- Client profiling mastery: quickly assess goals, risk, and capacity to invest.
- Portfolio design skills: build diversified ETF portfolios for real clients fast.
- Clear risk communication: explain market, liquidity, and inflation risks simply.
- Compliance-ready advice: document proposals, disclosures, and follow-up steps.
- Ethical broker practice: align compensation, conflicts, and best-interest duty.
Suggested summary
Before starting, you can change the chapters and the 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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