Investment Selection & Screening Course
Gain mastery over a full investment selection process: define your market universe, create fundamental and technical screens, rank high-conviction stocks, and prepare structured recommendations with risk management for portfolios spanning 6 to 24 months.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course offers a straightforward, hands-on method to set up a market universe, create fundamental and technical screening filters, and generate a targeted shortlist of investments. You will learn to build effective screens, evaluate financial stability, study price movements, integrate scores for medium-term recommendations, and include risk measures, monitoring guidelines, plus easy-to-use tools for instant application.
Elevify advantages
Develop skills
- Build strong fundamental stock screens using practical professional filters.
- Combine technical and fundamental signals for precise entry and exit timing.
- Analyse balance sheets, cash flows, and valuations to quickly rank top stocks.
- Design client-suited portfolios with defined risk rules, position sizing, and exit triggers.
- Develop repeatable spreadsheet workflows with free data sources and screeners.
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
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.

Giulio CarloPrompt Engineering Student
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