investment Management Course
This course equips learners with practical skills for effective investment management, focusing on portfolio construction, risk assessment, asset selection, and ongoing monitoring to achieve client financial goals.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
This Investment Management Course provides a concise, practical framework for building and maintaining robust portfolios. Learn to define client profiles, model cash flows, assess risk, and set realistic return expectations. Gain hands-on skills in asset allocation, security and fund selection, income planning, rebalancing, governance, and using accessible tools for clear, compliant client communication and long-term planning.
Elevify Advantages
Develop Skills
- Strategic asset allocation: build efficient, diversified portfolios fast.
- Risk and return modeling: run scenarios, stress tests, and Monte Carlo simply.
- Security and fund selection: pick ETFs, bonds, and cash vehicles with rigor.
- Income and liquidity planning: design tax-aware withdrawals and cash buffers.
- Portfolio monitoring and rebalancing: set rules, track performance, stay aligned.
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.What our students say
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