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investment Analysis and Portfolio Management Course

investment Analysis and Portfolio Management Course
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.
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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