Professional Investor Course
This course equips aspiring professional investors with essential skills to build, manage, and optimize diversified portfolios for long-term growth, focusing on practical strategies for asset allocation, security selection, risk assessment, and portfolio maintenance.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Professional Investor Course provides a straightforward, practical framework to identify your investor profile, establish strategic asset allocation goals, and construct a diversified portfolio spanning equities, bonds, REITs, and cash. You will learn to forecast expected returns and risks, choose ETFs and stocks through effective screening methods, develop a 12-month investment rollout plan, and implement strict guidelines for rebalancing, oversight, and handling market turbulence with assurance.
Elevify advantages
Develop skills
- Build strategic asset allocations for 10+ year, moderate-risk growth portfolios.
- Analyze and select bond ETFs, REITs, and real estate funds with clear risk metrics.
- Estimate portfolio return and volatility using simple, practical risk models.
- Design and execute 12-month deployment, rebalancing, and monitoring rules.
- Screen and compare stocks and equity ETFs using fundamentals, costs, and exposure.
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 workloadWhat 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 thank you 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 really help with learning.

André FelipePrompt Engineering Student
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