Investment Decision-Making Course
Master investment decision-making with a structured process for research, risk management, scoring, and portfolio allocation. Build clear, defensible investment cases tailored to family offices and professional investors.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Investment Decision-making Course gives you a practical, end-to-end framework to research options, define clear criteria and constraints, build scoring models, and turn results into disciplined portfolio allocations. Learn to identify and monitor key risks, run stress tests, document assumptions, and communicate decisions in plain language through concise memos, templates, and transparent calculations.
Elevify advantages
Develop skills
- Investment research mastery: source, benchmark, and compare assets fast.
- Practical risk control: spot, stress test, and mitigate key portfolio threats.
- Scoring model design: build weighted scores to rank investments with clarity.
- Portfolio allocation skills: turn scores into rules-based, diversified positions.
- Clear investment memos: explain decisions, assumptions, and risks to non-experts.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons 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'm grateful 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 change 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 help a lot with learning.

André FelipePrompt Engineering Student
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