investment Analysis Course
This course equips learners with essential skills for analyzing investments, including stock and bond valuation, portfolio construction, and client reporting using public data sources.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short Investment Analysis Course teaches you how to check stocks and bonds, understand important ratios, and decide on their value using real market information. You will learn to create portfolios with medium risk, check yields and credit quality, and use public sources like SEC documents and finance websites. You also practise writing simple recommendations and reports for clients that explain choices, how to divide investments, and how to keep watching them with assurance.
Elevify advantages
Develop skills
- Practical stock valuation: judge P/E, growth, and risks in minutes.
- Bond and ETF analysis: read yield, duration, and credit risk fast.
- Smart security screening: use screeners and filings to shortlist winners.
- Client-ready recommendations: write clear buy/hold/avoid calls quickly.
- Public data research: pull key metrics from SEC, Yahoo Finance, and more.
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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