investor Course
This course equips investors with practical tools to build and manage a reliable portfolio using index funds, ETFs, and fixed income, focusing on asset allocation, risk management, and consistent contributions.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Investor Course provides a straightforward, practical framework to set personal objectives, establish a strategic asset allocation, and confidently select index funds, ETFs, and fixed income options. Discover how to match your time horizon and risk appetite, make the most of tax-advantaged and taxable accounts, create a consistent monthly contribution strategy, handle market dips, and track, rebalance, and record your portfolio for enduring reliability.
Elevify advantages
Develop skills
- Develop a personalised asset allocation: quickly align risk, objectives, and time frame.
- Choose top-quality ETFs and bond funds based on fees, yield, and tax considerations.
- Create a monthly investment plan: automate cash flow, dollar-cost averaging, and rebalancing.
- Handle portfolio risk during downturns using straightforward rules, checklists, and protections.
- Track and record performance with benchmarks, logs, and regular disciplined assessments.
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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