investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis and portfolio management, focusing on ETFs, mutual funds, diversification, risk handling, and client reporting.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course provides a straightforward, practical guide to examining ETFs and mutual funds, creating diversified portfolios, and handling risks with assurance. You will learn about asset allocation, choosing instruments, tax-conscious application, stress testing, and regular rebalancing, backed by client-oriented reporting tools that you can use right away in everyday situations.
Elevify advantages
Develop skills
- ETF and fund screening: select high-quality equity and bond ETFs fast.
- Asset allocation design: build strategic multi-asset mixes for real clients.
- Portfolio construction: weight assets, implement tax-aware and low-cost.
- Risk and scenario analysis: test drawdowns, stress events, and tail risk.
- Monitoring and rebalancing: track performance, rebalance, and explain moves.
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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