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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

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 Carlo
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.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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