investment Course
This course equips you with practical skills to build and manage a disciplined personal investment portfolio, covering goal setting, diversification, risk assessment, rebalancing, and tax optimization for long-term wealth growth.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short course provides a full, practical guide to create and handle a disciplined personal investment portfolio, starting from setting targets, budgeting, and saving for emergencies, up to selecting options like shares, bonds, mutual funds, and property investments. You will learn about spreading assets, assessing risks and gains, rules for adjusting your portfolio, tax-smart choices, automating processes, and tips to avoid emotional mistakes, so you can develop a straightforward, repeatable strategy for growing your money over time.
Elevify advantages
Develop skills
- Build your personal investment plan: budgets, goals, and emergency savings.
- Design diversified portfolios: core-satellite approach with defined risk boundaries.
- Model risk and return: apply volatility, Sharpe ratio, and drawdown measures.
- Carry out smart rebalancing: guidelines for market falls, rises, and drift management.
- Reduce costs and taxes: minimise fees, utilise tax-favoured accounts, and dodge common errors.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course