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Investment 101 Course
Unlock the essentials of savvy investing with our Investing 101 Course, designed for finance professionals wanting to boost their expertise. Get stuck into core topics like diversification principles, asset allocation strategies, and risk management. Learn to evaluate investment performance, set financial goals, and understand various investment vehicles. Master the art of building a diversified portfolio and working out risk tolerance. This concise, top-notch course empowers you to make informed financial decisions and optimise returns.
- Master asset allocation: Optimise portfolios with strategic asset distribution.
- Evaluate performance: Analyse and measure investment returns effectively.
- Set financial goals: Define and prioritise SMART financial objectives.
- Understand risk and return: Assess and calculate investment risks and rewards.
- Build diversified portfolios: Balance risk and reward across asset classes.

4 to 360 hours flexible workload
certificate recognised by the NZQA
What will I learn?
Unlock the essentials of savvy investing with our Investing 101 Course, designed for finance professionals wanting to boost their expertise. Get stuck into core topics like diversification principles, asset allocation strategies, and risk management. Learn to evaluate investment performance, set financial goals, and understand various investment vehicles. Master the art of building a diversified portfolio and working out risk tolerance. This concise, top-notch course empowers you to make informed financial decisions and optimise returns.
Elevify advantages
Develop skills
- Master asset allocation: Optimise portfolios with strategic asset distribution.
- Evaluate performance: Analyse and measure investment returns effectively.
- Set financial goals: Define and prioritise SMART financial objectives.
- Understand risk and return: Assess and calculate investment risks and rewards.
- Build diversified portfolios: Balance risk and reward across asset classes.
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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