Portfolio Management Course
This course equips you with essential skills to build and manage diversified investment portfolios, focusing on client assessment, asset allocation, risk management, and performance reporting for long-term success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This practical Portfolio Management Course teaches you how to assess clients, set objectives, and construct diversified portfolios using contemporary asset allocation methods. You will explore strategies for equities, fixed income, alternative investments, and cash, along with rebalancing guidelines, tax-efficient execution, risk management, and straightforward client reporting to enable you to create, oversee, and articulate strong long-term portfolios confidently.
Elevify advantages
Develop skills
- Investor profiling: convert goals and risk tolerance into precise mandates.
- Asset allocation: create strategic and tactical combinations for 15–20 year objectives.
- Diversified security selection: choose ETFs, funds, and bonds for worldwide coverage.
- Risk control: assess volatility, drawdowns, and implement effective hedging.
- Rebalancing and reporting: carry out tax-aware transactions and provide client-focused updates.
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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