Equity Investments Course
Master equity investments with hands-on security analysis, valuation, risk management, and portfolio construction. Build focused stock portfolios, write clear investment theses, and align strategies with client profiles and real-world market conditions.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Equity Investments Course gives you a clear, practical framework to profile clients, define objectives, and translate them into target returns and drawdown limits. Learn to build an equity universe, screen stocks, analyze companies, and write focused investment theses. Then construct concentrated portfolios, manage risk, rebalance with discipline, and monitor performance using robust, real-world metrics and workflows.
Elevify advantages
Develop skills
- Equity research modeling: build concise, client-ready investment theses fast.
- Valuation mastery: apply P/E, EV/EBITDA, P/S, and DCF in real stock picks.
- Portfolio design: size positions, control risk, and construct focused equity books.
- Risk management: spot key risks, stress test scenarios, and set clear limits.
- Client alignment: translate profiles into return targets and drawdown tolerance.
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 workloadWhat our students say
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