Portfolio Management Course
This course equips you to manage real client portfolios effectively: profile investors based on goals and risk, craft strategic asset mixes, choose global ETFs, funds, and bonds, control risks like volatility and drawdowns, rebalance a $250,000 portfolio tax-smartly, and deliver clear performance reports and strategy updates in professional english.

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.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course