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

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Professional Investor Course provides a straightforward, practical framework to identify your investor profile, establish strategic asset allocation goals, and construct a diversified portfolio spanning shares, bonds, REITs, and cash. You'll learn to forecast expected returns and risks, choose ETFs and stocks through simple screening methods, develop a 12-month investment rollout plan, and implement strict guidelines for rebalancing, tracking, and handling market turbulence with assurance.
Elevify advantages
Develop skills
- Develop strategic asset allocations for portfolios targeting 10+ years of moderate-risk growth.
- Evaluate and pick bond ETFs, REITs, and property funds using straightforward risk measures.
- Forecast portfolio returns and volatility with basic, hands-on risk assessment tools.
- Plan and carry out 12-month rollout strategies, rebalancing, and oversight protocols.
- Filter and assess shares and equity ETFs based on core principles, fees, and market coverage.
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
Your lessons 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 thank you 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.

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

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