Investment Decision-Making Course
This course equips you with a structured approach to investment decisions, covering research, risk assessment, scoring models, and portfolio allocation. Develop strong, evidence-based investment strategies ideal for family offices and professional investors, ensuring clear communication and risk management throughout.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a hands-on framework for researching investment options, setting clear criteria and limits, creating scoring models, and making disciplined portfolio choices. Master spotting and tracking risks, conducting stress tests, recording assumptions, and explaining decisions simply via memos, templates, and clear calculations.
Elevify advantages
Develop skills
- Master investment research: quickly source, benchmark, and evaluate assets.
- Control risks effectively: identify, test, and reduce portfolio dangers.
- Design scoring models: create clear weighted rankings for investments.
- Allocate portfolios smartly: convert scores to diversified, rule-driven holdings.
- Write clear memos: communicate decisions, assumptions, and risks simply.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course