Investment Choice Course
This course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers asset allocation, risk management, tax-efficient account selection, and disciplined monitoring to provide compliant, results-focused advice that aligns with regulations and client risk profiles.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Gain a practical framework for client profiling, addressing behavioural biases, and creating compliant recommendations based on risk tolerance. Master mapping goals and time horizons, tailoring asset allocations and glide paths, choosing tax-efficient accounts and products, controlling costs, and implementing monitoring, stress testing, and rebalancing for superior long-term results.
Elevify advantages
Develop skills
- Master client profiling to convert goals, risk tolerance, and behaviours into precise advice.
- Design effective asset allocations with goal-oriented portfolios and glide paths.
- Select optimal products and tax-efficient accounts suited to client needs.
- Apply risk management and rebalancing strategies, including stress testing.
- Monitor performance and deliver clear, simple reporting on results.
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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