Professional Investor Course
This course equips aspiring professional investors with essential skills to build, manage, and optimize diversified portfolios for long-term growth, focusing on asset allocation, risk assessment, and practical implementation strategies.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Professional Investor Course provides a clear, actionable framework to define your investor profile, set strategic asset allocation targets, and construct a diversified portfolio spanning equities, bonds, REITs, and cash. You will learn to estimate expected returns and risks, select ETFs and stocks through practical screening methods, develop a 12-month deployment plan, and implement disciplined rules for rebalancing, monitoring, and handling market stress with confidence.
Elevify advantages
Develop skills
- Build strategic asset allocations for 10+ year, moderate-risk growth portfolios.
- Analyze and select bond ETFs, REITs, and real estate funds with clear risk metrics.
- Estimate portfolio return and volatility using simple, practical risk models.
- Design and execute 12-month deployment, rebalancing, and monitoring rules.
- Screen and compare stocks and equity ETFs using fundamentals, costs, and exposure.
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 purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

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

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

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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