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Financial Assets Evaluation Course

Financial Assets Evaluation Course
4 to 360 hours of flexible workload
certificate valid in your country

What Will I Learn?

Acquire essential tools to confidently evaluate large-cap equities, investment-grade bonds, and REITs. Master building precise valuation models, conducting stress tests on key assumptions, analysing market data, and crafting actionable investment recommendations alongside professional client reports. Develop a focused skill set for immediate application in managing real-world investment portfolios.

Elevify Advantages

Develop Skills

  • Master fixed-income valuation covering price, yield, duration, and credit spreads in a streamlined approach.
  • Develop equity and REIT models using efficient DCF, NAV, and comparable valuation methods.
  • Perform scenario and risk analysis by stress-testing cash flows, spreads, interest rates, and adverse scenarios.
  • Efficiently source market data and build discount curves for accurate valuations.
  • Produce professional client reports converting analyses into compliant buy, hold, or sell decisions.

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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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