flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Stocks and Shares Course provides a straightforward, hands-on approach to assessing clients, setting goals, and creating basic share portfolios. You'll learn to choose 4–6 shares, incorporate diversification, and analyse important measures like P/E, ROE, profit margins, debt levels, and dividend yields. It also covers sector reviews, ESG considerations, risk assessments, and delivering simple, straightforward advice that clients can confidently follow.
Elevify advantages
Develop skills
- Client share profiling: quickly align goals, risk tolerance, and investment timeline.
- Basics of share selection: choose 4–6 solid options using essential valuation ratios.
- Simple portfolio building: create diversified, long-term share investments.
- Practical risk assessment: identify main portfolio risks and prepare for scenarios.
- Clear client communication: describe share picks and metrics in simple English.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

Giulio CarloPrompt Engineering Student
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