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Portfolio Management Course

Portfolio Management Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Gain practical skills in portfolio management by profiling clients, setting investment goals, and constructing diversified portfolios with modern asset allocation techniques. Master strategies for equities, fixed income, alternative assets, and cash, along with rebalancing methods, tax-efficient execution, risk management, and effective client reporting to confidently create, oversee, and present strong long-term investment plans.

Elevify advantages

Develop skills

  • Investor profiling: convert client goals and risk appetite into precise investment mandates.
  • Asset allocation: create strategic and tactical portfolios suited for 15-20 year horizons.
  • Security selection: choose ETFs, mutual funds, and bonds for worldwide diversification.
  • Risk management: track volatility, drawdowns, and implement effective hedging techniques.
  • Rebalancing and reporting: perform tax-smart trades and provide client-friendly performance updates.

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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