investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis, portfolio construction, risk management, and rebalancing for effective financial advising.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course provides a straightforward, practical guide to researching ETFs and mutual funds, constructing diversified portfolios, and handling risk with assurance. You will cover asset allocation, choosing instruments, tax-efficient execution, stress testing, and systematic rebalancing, backed by client-oriented reporting tools ready for immediate use in actual situations.
Elevify advantages
Develop skills
- Screening ETFs and funds: quickly pick top-quality equity and bond ETFs.
- Designing asset allocation: create strategic multi-asset combinations for actual clients.
- Building portfolios: assign weights to assets, apply tax-efficient and cost-effective methods.
- Analysing risk and scenarios: evaluate drawdowns, stress incidents, and extreme risks.
- Tracking and rebalancing: monitor performance, adjust balances, and justify actions.
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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