Equity Investments Course
This course equips you with essential skills in equity investments through practical security analysis, valuation techniques, risk control, and portfolio building. Develop targeted stock portfolios, create sharp investment theses, and align strategies with client needs and actual market dynamics, ensuring disciplined and effective investment practices.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical framework to assess clients, set investment goals, and convert them into specific return targets and risk limits. Master building stock universes, screening equities, company analysis, and crafting precise investment theses. Learn to create focused portfolios, handle risks effectively, rebalance systematically, and track performance with proven metrics and processes.
Elevify advantages
Develop skills
- Equity research modelling: Develop quick, client-focused investment theses efficiently.
- Valuation expertise: Utilise P/E, EV/EBITDA, P/S, and DCF for actual stock selections.
- Portfolio construction: Determine position sizes, manage risks, and build concentrated equity portfolios.
- Risk oversight: Identify major risks, perform stress tests, and establish firm boundaries.
- Client matching: Convert client details into precise return goals and drawdown capacities.
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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