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investment Management Course

investment Management Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Investment Management Course provides a practical guide to constructing and managing strong portfolios. You will learn to identify client needs, forecast cash flows, evaluate risks, and establish achievable return goals. Acquire practical expertise in asset allocation, selecting securities and funds, planning income, rebalancing portfolios, governance practices, and employing simple tools for transparent, compliant client reporting and sustained planning.

Elevify advantages

Develop skills

  • Strategic asset allocation: build efficient, diversified portfolios quickly.
  • Risk and return modelling: run scenarios, stress tests, and Monte Carlo simulations easily.
  • Security and fund selection: choose ETFs, bonds, and cash options rigorously.
  • Income and liquidity planning: create tax-efficient withdrawals and cash reserves.
  • Portfolio monitoring and rebalancing: establish rules, track performance, and maintain alignment.

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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