Investment Choice Course
This Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers asset allocation, risk management, tax-efficient accounts, regulatory compliance, and execution strategies for delivering clear, compliant, and high-performing investment advice that aligns with client needs and long-term success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a practical framework in the Investment Choice Course to profile clients accurately, address behavioral biases, and craft compliant recommendations based on risk tolerance. Master mapping financial goals to time horizons, creating custom asset allocations and glide paths, choosing tax-smart accounts and products, controlling costs, and using systematic monitoring, stress testing, and rebalancing to achieve superior long-term investment results.
Elevify advantages
Develop skills
- Master client profiling to convert goals, risk tolerance, and behaviors into solid advice.
- Design effective asset allocations with goal-oriented portfolios and glide paths.
- Select optimal products and tax-efficient accounts suited for actual clients.
- Apply risk management and rebalancing strategies, including stress testing.
- Monitor performance and deliver clear, simple reports on results.
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