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investment Analysis and Portfolio Management Course

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

What will I learn?

This Investment Analysis and Portfolio Management Course provides a straightforward, practical approach to researching ETFs and mutual funds, constructing diversified portfolios, and handling risk with assurance. You will learn about asset allocation, choosing instruments, tax-efficient strategies, stress testing, and systematic rebalancing, along with client-oriented reporting tools that you can use right away in actual situations.

Elevify advantages

Develop skills

  • ETF and fund screening: select high-quality equity and bond ETFs fast.
  • Asset allocation design: build strategic multi-asset mixes for real clients.
  • Portfolio construction: weight assets, implement tax-aware and low-cost.
  • Risk and scenario analysis: test drawdowns, stress events, and tail risk.
  • Monitoring and rebalancing: track performance, rebalance, and explain moves.

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 of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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