investment Analysis and Portfolio Management Course
Master investment analysis and portfolio management with hands-on asset allocation, ETF and mutual fund selection, risk and drawdown control, and rebalancing strategies to build, monitor, and communicate professional-grade portfolios for clients.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course gives you a clear, practical framework to research ETFs and mutual funds, build diversified portfolios, and manage risk with confidence. Learn asset allocation, instrument selection, tax-aware implementation, stress testing, and disciplined rebalancing, supported by client-focused reporting tools you can apply immediately in real-world scenarios.
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 the 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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