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Investment Choice Course

Investment Choice Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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