investing Course for Beginners
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal investment portfolio right from the start. You'll learn about main asset types, basics of risk and investment timeframes, options for tax-efficient accounts, and step-by-step examples of allocating funds with small monthly inputs. You'll get ready-to-use templates, tested plans, and practical tips to stay on track, avoid rash moves, and monitor your progress in the first year.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal investment portfolio right from the start. You'll learn about main asset types, basics of risk and investment timeframes, options for tax-efficient accounts, and step-by-step examples of allocating funds with small monthly inputs. You'll get ready-to-use templates, tested plans, and practical tips to stay on track, avoid rash moves, and monitor your progress in the first year.
Elevify advantages
Develop skills
- Build a basic financial plan: set goals, manage cash flow, and establish emergency savings targets.
- Design a straightforward asset allocation: match risk levels, time horizons, and diversification needs.
- Compare essential investments: shares, bonds, ETFs, cryptocurrencies, and savings options.
- Create a 12-month investment plan: outline monthly steps, tracking methods, and review points.
- Apply risk management and behavioural guidelines: test scenarios, automate processes, and steer clear of impulsive choices.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course