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Investment Fundamentals Course

Investment Fundamentals Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

Build a solid foundation for smart, confident decisions with this short, practical Investment Fundamentals Course. Learn to research products, read fact sheets and prospectuses, compare yields and fees, and estimate returns with simple scenarios. You will define clear goals, design a basic diversified portfolio, set rules for rebalancing, and stay disciplined through market downturns with a clear, written action plan.

Elevify advantages

Develop skills

  • Build investor profiles: define goals, risk tolerance, and time horizons fast.
  • Analyze core instruments: compare bonds, index funds, and cash with real data.
  • Design simple portfolios: allocate, rebalance, and cut costs on small balances.
  • Estimate returns quickly: run 10-year scenarios and risk–reward trade-offs.
  • Plan for downturns: set rules, manage emotions, and stay disciplined under stress.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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