investing Course for Beginners
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal portfolio right from the start. You will learn about main asset types, basics of risk and time horizons, options for tax-advantaged accounts, and step-by-step examples of allocation using small monthly contributions. Get templates, tested plans, and rules for behaviour that help you stay disciplined, avoid panic, and track real progress in your first year.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal portfolio right from the start. You will learn about main asset types, basics of risk and time horizons, options for tax-advantaged accounts, and step-by-step examples of allocation using small monthly contributions. Get templates, tested plans, and rules for behaviour that help you stay disciplined, avoid panic, and track real progress in your first year.
Elevify advantages
Develop skills
- Build a starter financial plan: goals, cash flow, and emergency fund targets.
- Design a simple asset allocation: align risk, time horizon, and diversification.
- Compare core investments: stocks, bonds, ETFs, crypto, and savings vehicles.
- Create a 12-month investing roadmap: monthly actions, tracking, and checkpoints.
- Apply risk and behaviour rules: stress-test, automate, and avoid panic decisions.
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
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