from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, hands-on course develops practical skills in profiling clients, assessing suitability, and writing straightforward proposals with simple words and number examples. You will learn to put together varied portfolios, break down risks in easy terms, manage follow-ups and reports, and follow ethical, rule-compliant ways to give clear, target-driven advice confidently in daily client dealings.
Elevify advantages
Develop skills
- Master client profiling: quickly check goals, risk tolerance, and investment capacity.
- Develop portfolio building skills: create diversified ETF portfolios for actual clients swiftly.
- Communicate risks clearly: explain market, liquidity, and inflation risks in simple language.
- Provide advice ready for compliance: record proposals, disclosures, and next steps.
- Practice ethical brokering: match compensation, conflicts, and duty to act in best interest.
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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