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Asset Management Training

Asset Management Training
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify 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
Very great course. Lots of rich information.
WiltonCivil Firefighter

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