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Equity Investments Course

Equity Investments Course
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'll learn to create an equity selection pool, filter shares, evaluate businesses, and craft targeted investment rationales. Then, assemble focused portfolios, handle risks, rebalance methodically, and track results with solid, practical measures and processes.

Elevify advantages

Develop skills

  • Equity research modelling: create succinct, client-focused investment rationales quickly.
  • Valuation expertise: use P/E, EV/EBITDA, P/S, and DCF for actual share selections.
  • Portfolio building: determine position sizes, manage risks, and develop targeted equity collections.
  • Risk handling: identify main risks, test stress scenarios, and establish firm boundaries.
  • Client matching: convert profiles into return goals and drawdown capacity.

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

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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