from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Stocks and Shares Course provides a straightforward, hands-on approach to assessing clients, setting goals, and creating basic stock portfolios. You will learn to choose 4–6 stocks, use diversification, and evaluate them with important measures like P/E, ROE, profit margins, debt levels, and dividend yields. Additionally, you will cover sector reviews, ESG considerations, risk situations, and how to deliver simple, easy-to-understand advice that clients can confidently follow.
Elevify advantages
Develop skills
- Client equity profiling: quickly align goals, risk tolerance, and time frame.
- Stock selection basics: choose 4–6 solid stocks using essential valuation ratios.
- Simple portfolio design: create diversified, long-term stock holdings.
- Practical risk mapping: identify main portfolio risks and prepare for scenarios.
- Clear client reporting: describe stock picks and metrics in simple English.
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
Your classes are perfect. I purchased the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

Giulio CarloPrompt Engineering Student
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