from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a straightforward, hands-on guide to creating and handling long-term investment portfolios with assurance. You will learn to identify client goals, assess risks and returns, choose ETFs and funds, and create balanced investment spreads. Gain expertise in tax-smart execution, rebalancing guidelines, scenario reviews, and communication abilities to offer reliable, fact-based investment choices for actual client requirements.
Elevify advantages
Develop skills
- Build long-term portfolios: create strategic asset allocations for over 22 years.
- Analyse asset classes: quickly compare risks, returns, and diversification advantages.
- Select ETFs and funds: evaluate fees, liquidity, tracking error, and tax effects.
- Implement and rebalance: establish contributions, thresholds, and tax-conscious adjustments.
- Advise clients plainly: simply describe risks, volatility, and retirement options.
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
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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