investing Course for Beginners
This beginner-friendly course provides a clear, practical roadmap to build and manage a simple personal portfolio from day one. You'll learn core asset types, risk and time-horizon basics, tax-advantaged account options, and step-by-step allocation examples using small monthly contributions. Get templates, stress-tested plans, and behavioural rules that help you stay disciplined, avoid panic, and track real progress in your first year.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This beginner-friendly course provides a clear, practical roadmap to build and manage a simple personal portfolio from day one. You'll learn core asset types, risk and time-horizon basics, tax-advantaged account options, and step-by-step allocation examples using small monthly contributions. Get templates, stress-tested plans, and behavioural rules that help you stay disciplined, avoid panic, and track real progress in your first year.
Elevify advantages
Develop skills
- Build a starter financial plan: goals, cash flow, and emergency fund targets.
- Design a simple asset allocation: align risk, time horizon, and diversification.
- Compare core investments: shares, bonds, ETFs, crypto, and savings vehicles.
- Create a 12-month investing roadmap: monthly actions, tracking, and checkpoints.
- Apply risk and behaviour rules: stress-test, automate, and avoid panic decisions.
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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