Asset Management Training
Gain expertise in asset management using practical tools for building portfolios, controlling risks, tax-efficient investing, and effective client communication. Master the art of creating optimised asset allocations, managing drawdowns, and confidently serving private investors with tailored strategies and clear reporting.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course offers a practical framework to profile private clients, convert their goals and constraints into strategic asset allocations, and evaluate diversified portfolios using basic modelling tools. You will learn to choose asset classes and instruments, handle risks, rebalance portfolios efficiently, optimise taxes, and present recommendations clearly through professional reports.
Elevify advantages
Develop skills
- Portfolio design: quickly create diversified portfolios with risk awareness.
- Risk controls: implement drawdown limits, buffers, and tax-efficient rebalancing.
- Client profiling: convert investor goals and constraints into suitable portfolios.
- Market modelling: forecast returns, volatility, and stress tests using Excel.
- Client communication: explain allocations, risks, and reports in simple English.
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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