Investment Fundamentals Course
This course provides foundational knowledge in investment principles, enabling participants to make informed decisions through practical exercises in portfolio construction and risk management.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
Build a strong base for wise, sure-footed choices with this brief, hands-on Investment Basics Course. Learn to check out products, go through fact sheets and prospectuses, weigh up yields and charges, and figure out returns using simple examples. You will set clear targets, put together a basic mixed portfolio, establish guidelines for rebalancing, and keep steady during market slumps with a straightforward written plan.
Elevify advantages
Develop skills
- Build investor profiles: set goals, risk levels, and time frames quickly.
- Analyse key instruments: compare bonds, index funds, and cash using actual figures.
- Design simple portfolios: allocate assets, rebalance, and reduce costs on small amounts.
- Estimate returns fast: run 10-year projections and weigh risk against reward.
- Plan for tough times: set rules, handle feelings, and remain steady under pressure.
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
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