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Investment Selection & Screening Course

Investment Selection & Screening Course
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.
Workload: between 4 and 360 hours

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 Carlo
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 Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
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 Carlo
Giulio CarloPrompt Engineering Student

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