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Stocks and Shares Course

Stocks and Shares Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This course offers a straightforward approach to assessing clients, setting investment goals, and creating basic stock portfolios. Participants will master selecting 4-6 stocks, implementing diversification strategies, and analysing essential metrics including P/E ratio, ROE, profit margins, leverage, and dividend yields. Additionally, it covers sector evaluation, ESG considerations, risk assessment, and delivering simple, jargon-free advice that clients can confidently implement.

Elevify advantages

Develop skills

  • Client profiling for equities: quickly align goals, risk tolerance, and timelines.
  • Fundamentals of stock picking: select 4-6 solid stocks based on key valuation metrics.
  • Building simple portfolios: create diversified, long-term equity investments.
  • Risk assessment in practice: identify major portfolio risks and prepare for scenarios.
  • Client-friendly reporting: communicate stock selections and metrics 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.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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