investment Management Course
This course equips learners with essential skills for effective investment management, focusing on portfolio creation, risk assessment, asset allocation, and ongoing monitoring to meet client financial goals.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Management Course provides a straightforward, practical guide for creating and keeping strong portfolios. You will learn to identify client needs, project cash movements, evaluate risks, and establish achievable return goals. Develop practical abilities in distributing assets, choosing securities and funds, planning income, adjusting portfolios, overseeing them, and employing simple tools for straightforward, rule-following client talks and future planning.
Elevify advantages
Develop skills
- Strategic asset allocation: quickly create effective, varied portfolios.
- Risk and return modeling: easily conduct scenarios, stress tests, and Monte Carlo analyses.
- Security and fund selection: carefully choose ETFs, bonds, and cash options.
- Income and liquidity planning: create tax-smart withdrawal plans and cash reserves.
- Portfolio monitoring and rebalancing: establish guidelines, monitor results, and maintain balance.
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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