from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Equity Investments Course provides a straightforward, practical approach to understanding clients, setting goals, and turning them into specific return targets and loss limits. You will learn to create a list of potential stocks, select the best ones, examine companies closely, and develop clear investment ideas. Then, you will build focused portfolios, handle risks, adjust them carefully, and track results using strong, everyday methods and processes.
Elevify advantages
Develop skills
- Equity research modeling: create short, client-friendly investment ideas quickly.
- Valuation mastery: use P/E, EV/EBITDA, P/S, and DCF for actual stock choices.
- Portfolio design: determine position sizes, manage risks, and build targeted equity collections.
- Risk management: identify main risks, test tough situations, and establish firm limits.
- Client alignment: convert client details into return goals and loss tolerance.
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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