Portfolio Manager Course
This course equips you with the skills to manage portfolios for mass-affluent clients through strategic allocation, implementation, monitoring, performance evaluation, and risk management.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Portfolio Manager Course provides a practical framework to profile U.S. mass-affluent clients, define clear objectives, and build disciplined, diversified portfolios. Learn strategic asset allocation, instrument selection, risk controls, crisis playbooks, and hedging tools, then master monitoring, rebalancing, performance evaluation, and client-ready reporting for consistent, accountable results.
Elevify advantages
Develop skills
- Build strategic asset allocations: align client goals, risk, and time horizon.
- Implement portfolios with ETFs, bonds, and alternatives for cost-efficient exposure.
- Monitor, rebalance, and govern portfolios using clear, rules-based frameworks.
- Measure and explain performance with benchmarks, attribution, and risk-adjusted ratios.
- Apply risk controls, hedging tools, and crisis playbooks to protect client capital.
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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