investment Course
This course equips you with a comprehensive framework to master personal investments. Learn to set financial goals, allocate assets wisely, manage risks and taxes, and apply behavioural discipline. Build, monitor, and optimise a professional portfolio for consistent long-term growth and financial security.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical guide to create and manage your personal investment portfolio effectively. Cover goal setting, budgeting, emergency funds, and selecting assets like stocks, bonds, mutual funds, and property. Master asset allocation, risk-return analysis, portfolio rebalancing, tax strategies, automation tools, and behavioural controls for sustainable wealth building.
Elevify advantages
Develop skills
- Develop a solid personal investment plan covering budgets, goals, and emergency funds.
- Create diversified portfolios using core-satellite strategy with defined risk parameters.
- Analyse risk and returns using metrics like volatility, Sharpe ratio, and maximum drawdown.
- Implement effective rebalancing rules for market downturns, upswings, and drift management.
- Minimise costs and taxes through low-fee options, tax-efficient accounts, and common mistake avoidance.
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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