Log in
Choose your language

investment Analysis and Portfolio Management Course

investment Analysis and Portfolio Management Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course