Advanced Investment Strategies Course
This course equips you with advanced investment strategies for creating resilient portfolios over a 12-year period. Master asset allocation, diversification, risk management, liquidity and tax planning, due diligence on instruments, and client communication skills used by leading professionals to achieve consistent results and meet client objectives.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain practical skills in designing robust portfolios for 12-year horizons, optimising asset allocation, managing risks effectively, planning liquidity and taxes, conducting thorough due diligence on investments like ETFs and bonds, and developing client policies with clear communication for superior performance.
Elevify advantages
Develop skills
- Strategic asset allocation to build multi-asset portfolios over 12 years.
- Advanced risk management using risk budgeting, tail hedging, and rebalancing.
- Liquidity and tax planning with ladders, withdrawals, and tax-aware strategies.
- Rigorous due diligence for ETFs, bonds, REITs, and alternative investments.
- Client policy creation including IPS, dashboards, and performance reporting.
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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