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Advanced Investment Strategies Course

Advanced Investment Strategies Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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