investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis, portfolio management, and risk handling through hands-on techniques for ETFs, mutual funds, and diversified strategies.

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.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