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Stocks and Shares Course

Stocks and Shares Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Stocks and Shares Course provides a straightforward, hands-on guide to assess clients, set goals, and create basic equity portfolios. You will learn to choose 4–6 stocks, implement diversification, and utilise important metrics such as P/E, ROE, margins, leverage, and dividend ratios. Additionally, you will delve into sector evaluation, ESG considerations, risk assessments, and how to deliver simple, jargon-free advice that clients can confidently implement.

Elevify advantages

Develop skills

  • Client equity profiling: quickly align goals, risk tolerance, and time frame.
  • Stock selection fundamentals: select 4–6 solid stocks using essential valuation ratios.
  • Basic portfolio construction: develop diversified, long-term stock investments.
  • Practical risk assessment: identify main portfolio risks and prepare for scenarios.
  • Straightforward client communication: describe stock picks and metrics in simple English.

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

As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...
Giulio Carlo
Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.
Mariana Ferres
Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!
Luciana Alvarenga
Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.
Giulio Carlo
Giulio CarloAluno de Engenharia de Prompt

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