Investment Fundamentals Course
This course provides foundational knowledge in investment principles, enabling participants to make informed decisions through practical exercises in portfolio construction and risk management.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Build a strong foundation for wise, assured choices with this brief, hands-on Investment Basics Course. Learn to investigate products, go through fact sheets and prospectuses, weigh yields and charges, and project returns using straightforward scenarios. You will set definite goals, put together a simple varied portfolio, establish guidelines for rebalancing, and keep steady during market slumps with a straightforward written strategy.
Elevify advantages
Develop skills
- Build investor profiles: set goals, risk level, and time frames quickly.
- Analyse key instruments: weigh bonds, index funds, and cash using actual data.
- Design basic portfolios: distribute assets, rebalance, and reduce expenses on modest amounts.
- Project returns swiftly: simulate 10-year outlooks and risk-reward balances.
- Prepare for downturns: establish rules, control feelings, and remain steadfast under pressure.
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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