investment Analysis and Portfolio Management Course
Gain mastery in investment analysis and portfolio management through practical skills in asset allocation, selecting ETFs and mutual funds, controlling risks and drawdowns, and applying rebalancing techniques to create, track, and present professional portfolios tailored for clients in real Kenyan investment contexts.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course equips you with a straightforward, hands-on approach to analysing ETFs and mutual funds, creating diversified portfolios, and handling risks effectively. You will cover asset allocation strategies, choosing the right instruments, tax-smart execution, stress testing methods, and systematic rebalancing, all backed by practical client reporting tools ready for immediate use in everyday investment situations.
Elevify advantages
Develop skills
- Screen ETFs and funds to pick top equity and bond options quickly.
- Design asset allocations for balanced multi-asset client portfolios.
- Construct portfolios with smart weighting, tax efficiency, and low costs.
- Analyse risks through drawdown tests, stress scenarios, and tail events.
- Monitor performance, rebalance holdings, and justify portfolio changes.
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
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