Investment Decision-Making Course
This course equips you with a structured approach to investment decision-making, covering research, risk management, scoring models, and portfolio allocation. Develop defensible investment strategies ideal for family offices and professional investors, ensuring clarity and discipline in every step.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical framework for researching investment options, setting clear criteria and constraints, creating scoring models, and converting results into disciplined portfolio allocations. Master identifying and tracking key risks, conducting stress tests, recording assumptions, and explaining decisions simply via memos, templates, and clear calculations.
Elevify advantages
Develop skills
- Master investment research: quickly source, benchmark, and compare assets.
- Control risks effectively: identify, stress test, and reduce portfolio threats.
- Design scoring models: create weighted scores for clear investment ranking.
- Allocate portfolios smartly: convert scores into diversified, rule-based positions.
- Write clear memos: communicate decisions, assumptions, and risks to non-experts.
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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