Investment Strategist Course
This course equips learners with practical skills to design, implement, and manage long-term investment portfolios tailored to client needs, incorporating risk management, asset allocation, and ongoing oversight strategies.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Investment Strategist Course provides a straightforward, hands-on structure to develop strong long-term investment portfolios, identify client goals and limitations, and establish practical expectations for capital markets. You will learn to create strategic asset distributions, choose effective ETFs and funds, handle risks through scenario reviews and stress testing, and establish consistent oversight, rebalancing, and drawdown guidelines that adjust smoothly over time.
Elevify advantages
Develop skills
- Build client-focused strategic asset distributions that match goals and risk levels.
- Project 20-year portfolio results using scenarios, stress tests, and checks for extreme risks.
- Convert capital market expectations into workable combinations of equities, bonds, and REITs.
- Put portfolios into action with affordable ETFs, tax-conscious trading, and effective rebalancing.
- Create oversight guidelines, withdrawal strategies, and behavioural protections for clients.
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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