investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis, portfolio management, and risk handling through hands-on techniques for ETFs, mutual funds, and diversified portfolios.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course provides a straightforward, practical guide to examining ETFs and mutual funds, creating diversified portfolios, and handling risk with assurance. You will learn about asset allocation, choosing instruments, implementing with tax considerations, conducting stress tests, and carrying out regular rebalancing, backed by client-oriented reporting tools that you can use right away in actual situations.
Elevify advantages
Develop skills
- ETF and fund screening: quickly pick top-quality equity and bond ETFs.
- Asset allocation design: create strategic multi-asset combinations for actual clients.
- Portfolio construction: assign weights to assets, apply tax-efficient and cost-effective methods.
- Risk and scenario analysis: evaluate drawdowns, stress events, and tail risks.
- Monitoring and rebalancing: follow performance, adjust balances, and clarify actions.
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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