Client Portfolio Management Course
Master every stage of professional client portfolio management, from building Investment Policy Statements to advanced risk management and performance attribution. This course equips financial advisers and investment professionals with the frameworks, tools, and communication skills needed to serve clients with confidence and compliance. Whether you are entering the field or sharpening your practice, this is the complete professional resource.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
You will learn how to assess client goals, build accurate risk profiles, and construct diversified portfolios aligned with each client's Investment Policy Statement. The course covers all major asset classes, allocation strategies, and quantitative risk measurement tools. You will master portfolio monitoring, rebalancing execution, and performance reporting using industry-standard methods. Advanced topics include tax-efficient investing, ESG integration, behavioural finance, and life-stage portfolio adjustments. You will also develop the client communication and business development skills required to grow and retain a professional advisory practice.
Elevify Advantages
Develop Skills
- Client Risk Assessment: Accurately evaluate client risk tolerance, capacity, and investment objectives.
- Portfolio Construction: Build diversified, IPS-aligned portfolios using strategic and tactical allocation methods.
- Performance Attribution: Measure, analyse, and clearly communicate portfolio returns to clients.
- Behavioural Coaching: Identify client biases and guide rational investment decisions under market stress.
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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