Investment Choice Course
The Investment Choice Course equips investment pros with practical tools to transform client goals into smart portfolios. It covers profiling clients, designing asset allocations with glidepaths, selecting tax-efficient accounts and products, managing risks through monitoring, stress testing, and rebalancing, all while ensuring compliance and better long-term results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a straightforward framework for profiling clients, spotting behavioral biases, and crafting compliant recommendations based on risk tolerance. You'll map out goals and timelines, create custom asset allocations and glidepaths, pick tax-smart accounts and products, control costs, and use ongoing monitoring, stress tests, and rebalancing to boost long-term success.
Elevify advantages
Develop skills
- Client profiling mastery: turn goals, risk, and behavior into clear advice.
- Asset allocation design: build goal-based portfolios with smart glidepaths.
- Product and account selection: choose funds and tax wrappers for real clients.
- Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
- Performance monitoring and reporting: track outcomes and explain results simply.
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 are saying
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