Investment Choice Course
The Investment Choice Course helps investment professionals turn client goals into smart portfolios, covering asset allocation, risk management, tax-efficient accounts, and practical execution to deliver clear, compliant, and results-driven investment advice.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Investment Choice Course gives you a clear, practical framework to profile clients, understand behavioral biases, and align recommendations with regulations and risk tolerance. Learn to map goals and time horizons, design tailored allocations and glidepaths, select tax-efficient accounts and products, manage costs, and apply disciplined monitoring, stress testing, and rebalancing for better long-term outcomes.
Elevify advantages
Develop skills
- Client profiling mastery: turn goals, risk, and behavior into clear advice.
- Asset allocation design: build goal-based portfolios with smart glidepaths.
- Product and account selection: choose funds and tax wrappers for real clients.
- Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
- Performance monitoring and reporting: track outcomes and explain results simply.
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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