Log in
Choose your language

Investment Choice Course

Investment Choice Course
4 to 360 hours of flexible workload
certificate valid in your country

What Will I Learn?

Gain a practical framework in the Investment Choice Course to profile clients accurately, address behavioural biases, and craft compliant recommendations matched to risk profiles. Master mapping financial goals and timelines, creating customised asset allocations and glidepaths, choosing tax-efficient accounts and products, controlling costs, and executing systematic monitoring, stress testing, and rebalancing for enhanced long-term performance.

Elevify Advantages

Develop Skills

  • Master client profiling to convert goals, risk tolerance, and behaviours into precise recommendations.
  • Design effective asset allocations with goal-oriented portfolios and dynamic glidepaths.
  • Select optimal products and tax-efficient accounts suited for actual client needs.
  • Implement risk management and rebalancing strategies, including stress testing to safeguard portfolios.
  • Monitor performance and deliver clear, straightforward reporting on investment results.

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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
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

FAQs

Who is Elevify? How does it work?

Do the courses come with a certificate?

Are the courses free?

What is the course duration?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an online course and how does it work?

PDF Course