Finance investment Course
This course equips learners with practical skills to build, manage, and advise on long-term investment portfolios, focusing on asset allocation, risk assessment, ETF selection, rebalancing, and client communication for evidence-based financial decisions.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a clear, practical guide to building and managing long-term investment portfolios with confidence. You will learn to identify client goals, assess risks and returns, choose ETFs and funds, and create diversified investment plans. Gain expertise in tax-efficient strategies, rebalancing techniques, scenario planning, and effective communication to make reliable, evidence-based decisions that meet actual client requirements.
Elevify advantages
Develop skills
- Build long-term portfolios: create strategic asset allocations for over 22 years.
- Analyse asset classes: quickly evaluate risks, returns, and diversification advantages.
- Select ETFs and funds: assess fees, liquidity, tracking errors, and tax effects.
- Implement and rebalance: establish contributions, thresholds, and tax-smart adjustments.
- Advise clients effectively: simply describe risks, volatility, and retirement options.
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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