Professional Investor Course
The Professional Investor Course shows you how to build and manage diversified portfolios, select ETFs, stocks, bonds, and REITs, estimate risk and return, and create clear rules for allocation, rebalancing, and long-term investment success.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Professional Investor Course gives you a clear, actionable framework to define your profile, set strategic asset allocation targets, and build a diversified portfolio across equities, bonds, REITs, and cash. Learn to estimate expected returns and risk, select ETFs and stocks using practical screens, structure a 12‑month deployment plan, and apply disciplined rules for rebalancing, monitoring, and managing market stress with confidence.
Elevify advantages
Develop skills
- Build strategic asset allocations for 10+ year, moderate-risk growth portfolios.
- Analyze and select bond ETFs, REITs, and real estate funds with clear risk metrics.
- Estimate portfolio return and volatility using simple, practical risk models.
- Design and execute 12‑month deployment, rebalancing, and monitoring rules.
- Screen and compare stocks and equity ETFs using fundamentals, costs, and exposure.
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
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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