investment Course
This course equips you with practical skills to create and manage a personal investment portfolio for long-term growth, covering planning, diversification, risk assessment, rebalancing, and tax optimization.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This concise course provides a complete, practical roadmap to build and manage a disciplined personal portfolio, from setting goals, budgeting, and emergency reserves to selecting investment vehicles like stocks, bonds, funds, and real estate. Learn asset allocation, risk and return modeling, rebalancing strategies, tax-efficient decisions, automation, and behavioral safeguards to develop a clear, repeatable plan for long-term capital growth.
Elevify advantages
Develop skills
- Build a personal investment plan: budgets, goals, and emergency reserves.
- Design diversified portfolios: core-satellite allocation with clear risk limits.
- Model risk and return: use volatility, Sharpe ratio, and drawdown metrics.
- Execute smart rebalancing: rules for market drops, rallies, and drift control.
- Optimize costs and taxes: cut fees, use tax-advantaged accounts, avoid pitfalls.
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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