Investment Choice Course
This Investment Choice Course equips investment professionals with practical skills to transform client objectives into effective portfolios. It covers asset allocation, risk management, tax-efficient account selection, and execution strategies for compliant, results-focused advice that ensures long-term success and client satisfaction.

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.What our students say
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