Finance and Investments Course
This Finance and Investments Course teaches you to master risk assessment, asset allocation, and portfolio building. You will learn investor profiling, ETF and bond selection, drawdown planning, and creating resilient portfolios that balance risk, return, and liquidity effectively. Gain practical skills for data-driven decisions using simple tools and metrics.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain essential skills in this practical course to assess risk and return, grasp drawdowns and VaR, and prepare for market shocks. Set clear goals, evaluate risk tolerance, create diversified portfolios, and maintain liquidity reserves. Master selecting ETFs and funds, tracking performance with key metrics, and leveraging online tools for smart, disciplined investing.
Elevify advantages
Develop skills
- Master risk-return analysis by quantifying volatility, drawdowns, VaR, and Sharpe ratio quickly.
- Build diversified, rules-based portfolios efficiently in minutes.
- Profile investors by converting goals and risk tolerance into precise portfolio targets.
- Develop scenario playbooks to respond to market crashes, rate changes, and liquidity issues.
- Select ETFs and funds by screening, comparing, and choosing using public data.
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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