Investment Fundamentals Course
This course provides foundational knowledge in investment principles, enabling participants to make informed decisions through practical exercises in portfolio construction and risk management.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Build a strong base for wise, assured choices with this brief, hands-on Investment Basics Course. Learn to study products, go through fact sheets and offer documents, match yields and charges, and figure out returns using basic examples. You will set clear aims, create a simple varied portfolio, establish guidelines for rebalancing, and remain steady during market dips with a straightforward, documented action strategy.
Elevify advantages
Develop skills
- Create investor profiles: set aims, risk levels, and time periods quickly.
- Examine key instruments: match bonds, index funds, and cash using actual figures.
- Build basic portfolios: distribute, rebalance, and reduce expenses on modest amounts.
- Calculate returns swiftly: simulate 10-year cases and risk-benefit balances.
- Prepare for slumps: establish rules, control feelings, and keep steady under pressure.
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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