Professional Investor Course
This course equips aspiring professional investors with practical tools to build and manage diversified portfolios, focusing on asset allocation, risk assessment, and long-term growth strategies.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Professional Investor Course provides a straightforward, practical framework to identify your investor profile, establish strategic targets for asset allocation, and construct a diversified portfolio spanning shares, bonds, REITs, and cash. You will learn to forecast expected returns and risks, choose ETFs and stocks through effective screening methods, develop a 12-month investment rollout plan, and implement strict guidelines for rebalancing, oversight, and handling market turbulence with assurance.
Elevify advantages
Develop skills
- Develop strategic asset allocations for portfolios targeting 10+ years of moderate-risk growth.
- Evaluate and choose bond ETFs, REITs, and real estate funds using defined risk measures.
- Forecast portfolio returns and volatility with straightforward, applicable risk models.
- Plan and carry out 12-month deployment, rebalancing, and monitoring procedures.
- Screen and assess stocks and equity ETFs based on fundamentals, fees, and market exposure.
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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