Investment Choice Course
The Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers key areas like client profiling, asset allocation, risk management, tax-efficient accounts, product selection, monitoring, and rebalancing to ensure compliant, results-focused advice that aligns with regulations and client needs for long-term success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a straightforward framework for profiling clients, spotting behavioural biases, and crafting compliant recommendations based on risk tolerance. You will learn to match goals with timeframes, create custom asset allocations and glidepaths, pick tax-smart accounts and products, control costs, and use ongoing monitoring, stress tests, and rebalancing to boost long-term results.
Elevify advantages
Develop skills
- Client profiling mastery: turn goals, risk, and behaviour into clear advice.
- Asset allocation design: build goal-based portfolios with smart glidepaths.
- Product and account selection: choose funds and tax wrappers for real clients.
- Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
- Performance monitoring and reporting: track outcomes and explain results simply.
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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