Advanced Investment Strategies Course
Master advanced investment strategies to build resilient portfolios, manage risk, optimise taxes, and align with client goals over a 12-year horizon. Learn asset allocation, diversification, liquidity planning, and performance analysis used by top investment professionals.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Advanced Investment Strategies Course provides practical tools to design robust portfolios over a 12-year horizon, optimise strategic asset allocation, and manage risk confidently. Learn diversification, rebalancing, liquidity planning, tax-aware implementation, rigorous due diligence, clear client communication, policy frameworks, and performance modelling for stronger, consistent results.
Elevify advantages
Develop skills
- Strategic asset allocation: build multi-asset portfolios for a 12-year horizon.
- Advanced risk management: apply risk budgeting, tail hedging, and smart rebalancing.
- Liquidity and tax planning: design ladders, withdrawals, and tax-aware execution.
- Instrument due diligence: screen ETFs, bonds, REITs, and alternatives with rigor.
- Client policy and reporting: craft IPS, dashboards, and clear performance narratives.
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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