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Portfolio Management Course

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

What will I learn?

Gain hands-on skills in client profiling, goal setting, and creating diversified portfolios with modern asset allocation. Master strategies for equities, fixed income, alternatives, cash, rebalancing, tax efficiency, risk management, and client reporting to confidently build and oversee strong long-term investments.

Elevify advantages

Develop skills

  • Investor profiling: convert client goals and risk appetite into precise investment mandates.
  • Asset allocation: build strategic and tactical portfolios targeting 15-20 year horizons.
  • Security selection: choose ETFs, funds, and bonds for broad global diversification.
  • Risk management: track volatility, drawdowns, and implement effective hedging techniques.
  • Rebalancing and reporting: perform tax-efficient trades and provide client-focused updates.

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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