Asset Management Training
Master asset management using practical tools for portfolio construction, risk control, tax-aware investing, and client communication. Gain skills to design optimised allocations, manage drawdowns, and confidently serve U.S. private investors with clear, professional reports.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This course provides a clear, practical framework to profile U.S. private clients, translate their goals and constraints into strategic allocations, and compare diversified portfolios using simple modelling tools. You will learn to select asset classes and instruments, manage risk, rebalance efficiently, optimise taxes, and communicate recommendations plainly through professional, well-documented reports.
Elevify advantages
Develop skills
- Portfolio design: build diversified, risk-aware allocations fast.
- Risk controls: set drawdown limits, buffers, and tax-smart rebalancing.
- Client profiling: translate U.S. investor goals and limits into portfolios.
- Market modelling: estimate returns, volatility, and stress scenarios in Excel.
- Client communication: present allocations, risks, and reports in plain English.
Suggested summary
Before starting, you can change the chapters and the 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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