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investment Management Course

investment Management Course
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.
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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