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.What our students say
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