investment Management Course
This course equips learners with practical skills in portfolio creation, risk assessment, asset allocation, and ongoing management for effective investment strategies.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Management Course provides a straightforward, practical approach to creating and managing strong portfolios. You'll learn to identify client needs, forecast cash flows, evaluate risks, and establish achievable return goals. Develop practical abilities in distributing assets, choosing securities and funds, planning income, adjusting portfolios, overseeing them, and employing simple tools for transparent, rule-compliant discussions with clients and sustained planning.
Elevify advantages
Develop skills
- Strategic asset allocation: quickly assemble effective, varied portfolios.
- Risk and return modelling: perform scenarios, stress tests, and Monte Carlo analyses easily.
- Security and fund selection: rigorously choose ETFs, bonds, and cash options.
- Income and liquidity planning: create tax-efficient withdrawal strategies and cash reserves.
- Portfolio monitoring and rebalancing: establish guidelines, monitor results, and maintain balance.
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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