investment Analysis and Portfolio Management Course
Master investment analysis and portfolio management through practical skills in asset allocation, selecting ETFs and mutual funds, controlling risks and drawdowns, and applying rebalancing strategies to create, monitor, and present professional portfolios for clients in real-world settings.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical framework in this course to analyse ETFs and mutual funds, construct diversified portfolios, and handle risks effectively. Master asset allocation, instrument selection, tax-efficient strategies, stress testing, disciplined rebalancing, and client reporting tools applicable right away in professional scenarios.
Elevify advantages
Develop skills
- ETF and fund screening: select high-quality equity and bond ETFs fast.
- Asset allocation design: build strategic multi-asset mixes for real clients.
- Portfolio construction: weight assets, implement tax-aware and low-cost.
- Risk and scenario analysis: test drawdowns, stress events, and tail risk.
- Monitoring and rebalancing: track performance, rebalance, and explain moves.
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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