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Investment Choice Course

Investment Choice Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Gain a practical framework in the Investment Choice Course to profile clients accurately, address behavioural biases, and create compliant recommendations based on risk tolerance. Master mapping financial goals and time horizons, crafting custom asset allocations and glide paths, choosing tax-efficient accounts and products, controlling costs, and implementing rigorous monitoring, stress testing, and rebalancing for superior long-term results.

Elevify advantages

Develop skills

  • Master client profiling to convert goals, risk tolerance, and behaviours into precise advice.
  • Design effective asset allocations with goal-oriented portfolios and glide paths.
  • Select optimal products and tax-efficient accounts suited for actual clients.
  • Apply risk management and rebalancing strategies including stress testing.
  • Monitor performance and generate simple reports to communicate results clearly.

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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