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Investment Choice Course

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

What will I learn?

Gain a straightforward framework in the Investment Choice Course to assess clients, spot behavioural biases, and craft compliant recommendations based on risk tolerance. Master mapping financial goals and timelines, building custom asset allocations and glidepaths, picking tax-smart accounts and investments, controlling costs, and using ongoing monitoring, stress tests, and rebalancing for superior long-term results.

Elevify advantages

Develop skills

  • Master client profiling to convert goals, risk tolerance, and behaviours into solid advice.
  • Design asset allocations with goal-focused portfolios and effective glidepaths.
  • Select optimal products and tax-efficient accounts suited for actual clients.
  • Apply risk management and rebalancing strategies, including stress testing to safeguard portfolios.
  • Monitor performance and deliver clear, simple reports on investment results.

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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