Finance investment Course
This Finance Investment Course equips professionals with skills in strategic asset allocation, ETF and fund selection, risk management, and basic US tax considerations to create diversified, data-driven portfolios for sustained growth and capital protection over the long term.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical guide to construct and manage enduring investment portfolios confidently. Define client goals, assess risk-return profiles, choose ETFs and funds, and craft diversified strategies. Excel in tax-efficient execution, rebalancing techniques, scenario evaluations, and clear client communication for reliable, evidence-backed decisions meeting actual client requirements.
Elevify advantages
Develop skills
- Build long-term portfolios with strategic asset allocations over 22+ years.
- Analyse asset classes by comparing risk, return, and diversification benefits quickly.
- Select ETFs and funds by screening fees, liquidity, tracking error, and tax impact.
- Implement portfolios and rebalance using contributions, thresholds, and tax-aware strategies.
- Advise clients clearly on risk, volatility, and retirement trade-offs in simple terms.
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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