investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis and portfolio management, focusing on ETFs, mutual funds, asset allocation, risk assessment, and portfolio maintenance for real-world application.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course provides a straightforward, practical approach to evaluating ETFs and mutual funds, constructing diversified portfolios, and handling risk effectively. You'll cover asset allocation, choosing the right instruments, implementing with tax considerations, conducting stress tests, and carrying out regular rebalancing, along with client-oriented reporting tools that you can use right away in everyday situations.
Elevify advantages
Develop skills
- Screening ETFs and funds: quickly pick top-quality equity and bond ETFs.
- Designing asset allocation: create strategic multi-asset combinations for actual clients.
- Building portfolios: allocate weights to assets while keeping costs low and tax-efficient.
- Analysing risk and scenarios: evaluate potential losses, stress situations, and extreme risks.
- Tracking and rebalancing: monitor results, adjust holdings, and justify the changes.
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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