Investment Choice Course
The Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers key areas like client profiling, behavioral insights, asset allocation, risk management, tax-efficient account selection, cost control, and ongoing monitoring with rebalancing and stress testing to ensure compliant, long-term success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a practical framework for profiling clients, spotting behavioral biases, and crafting compliant recommendations based on risk tolerance. You will learn to align goals with time horizons, create custom asset allocations and glidepaths, pick tax-smart accounts and products, cut costs, and use disciplined monitoring, stress tests, and rebalancing for stronger results.
Elevify advantages
Develop skills
- Client profiling mastery: turn goals, risk, and behavior into clear advice.
- Asset allocation design: build goal-based portfolios with smart glidepaths.
- Product and account selection: choose funds and tax wrappers for real clients.
- Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
- Performance monitoring and reporting: track outcomes and explain results simply.
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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