from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Equity Investments Course provides a straightforward, practical approach to assessing clients, setting goals, and turning them into specific return targets and drawdown thresholds. You will learn to create an equity selection pool, filter stocks, evaluate companies, and develop targeted investment rationales. Then, you will assemble focused portfolios, handle risks, rebalance methodically, and track results with solid, practical measures and processes.
Elevify advantages
Develop skills
- Equity research modeling: create short, client-focused investment rationales quickly.
- Valuation mastery: use P/E, EV/EBITDA, P/S, and DCF for actual stock selections.
- Portfolio design: determine position sizes, manage risks, and build targeted equity portfolios.
- Risk management: identify main risks, test stress scenarios, and establish firm limits.
- Client alignment: convert profiles into return goals and drawdown tolerance.
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
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