investment Management Course
Gain mastery in investment management using practical tools for asset allocation risk analysis portfolio construction income planning and rebalancing. Develop efficient portfolios suited for clients handling drawdowns taxes and liquidity in actual market conditions.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course offers a practical framework for creating and managing strong investment portfolios. You will learn to identify client needs model cash flows evaluate risks and establish achievable return goals. Acquire essential skills in asset allocation selecting securities and funds planning income rebalancing portfolios ensuring governance and employing simple tools for transparent compliant client interactions and sustained planning.
Elevify advantages
Develop skills
- Strategic asset allocation to build efficient diversified portfolios quickly.
- Risk and return modelling with scenarios stress tests and Monte Carlo simulations.
- Security and fund selection for ETFs bonds and cash instruments rigorously.
- Income and liquidity planning with tax-aware withdrawals and cash buffers.
- Portfolio monitoring and rebalancing with rules performance tracking and alignment.
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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