Beginner Investor Course
This course introduces beginners to investing fundamentals, covering financial assessment, goal setting, risk management, ETF portfolio construction, asset allocation, compounding, rebalancing, and automated investing strategies for long-term wealth building.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Beginner Investor Course provides a straightforward, step-by-step guide to assess your financial situation, establish long-term objectives, and grasp risk concepts. You will explore foundational portfolio principles, selecting ETFs, and basic asset allocation strategies suited for 15–30 year periods. Additionally, you will gain expertise in compounding effects, portfolio rebalancing, automated investing, and setting up practical accounts to confidently create and oversee a structured, varied investment plan.
Elevify advantages
Develop skills
- Build your investor profile: goals, risk tolerance, and savings capacity.
- Design a diversified ETF portfolio: U.S., international, and bond exposure.
- Apply modern portfolio basics: risk/return, compounding, and return ranges.
- Set up and automate investing: broker choice, account types, and buy schedules.
- Control risk with rules: rebalancing, dollar-cost averaging, and diversification.
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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