Banking investment Course
This Banking Investment Course equips investment professionals with practical tools to profile clients accurately, manage risks effectively, construct starter portfolios, select optimal funds, ETFs, and bonds while controlling costs and taxes, and deliver clear, compliant recommendations that foster long-term client success and regulatory adherence.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain practical skills in client profiling, risk assessment, product matching under regulations, portfolio building, clear risk-return explanations, objection handling, and selecting cost-effective retail products to provide compliant, client-centric solutions with defined next steps and continuous support.
Elevify advantages
Develop skills
- Portfolio design: build starter allocations, glidepaths, and rebalancing rules.
- Product selection: choose funds, ETFs, and bonds with smart cost and tax focus.
- Risk analysis: assess volatility, drawdowns, and diversification for client goals.
- Client profiling: translate goals and risk tolerance into suitable portfolios.
- Advisory communication: explain strategies clearly and handle client objections.
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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