investment Management Course
This course equips learners with essential skills for effective investment management, focusing on portfolio creation, risk assessment, asset allocation, and ongoing monitoring to achieve client financial goals.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Management Course provides a straightforward, practical guide for creating and keeping strong portfolios. You will learn to identify client needs, forecast cash flows, evaluate risks, and establish achievable return goals. Develop practical abilities in allocating assets, choosing securities and funds, planning income, rebalancing, oversight, and employing simple tools for transparent, rule-compliant client discussions and sustained planning.
Elevify advantages
Develop skills
- Strategic asset allocation: quickly construct effective, varied portfolios.
- Risk and return modelling: easily perform scenarios, stress tests, and Monte Carlo simulations.
- Security and fund selection: rigorously choose ETFs, bonds, and cash options.
- Income and liquidity planning: create tax-efficient withdrawals and cash reserves.
- Portfolio monitoring and rebalancing: establish guidelines, monitor results, and maintain balance.
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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