investment Course
This course equips you with practical skills to create and manage a personal investment portfolio, covering goal setting, diversification, risk modeling, rebalancing, and tax optimization for long-term wealth growth.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This short course provides a full, practical guide to building and managing a disciplined personal investment portfolio, starting from setting goals, budgeting, and emergency savings to selecting options like shares, bonds, funds, and property investments. You will learn about distributing assets, modelling risks and returns, rules for rebalancing, tax-smart choices, automation, and ways to avoid emotional mistakes, helping you develop a straightforward, repeatable strategy for growing your wealth over time.
Elevify advantages
Develop skills
- Build a personal investment plan: budgets, goals, and emergency savings.
- Design diversified portfolios: core-satellite allocation with clear risk limits.
- Model risk and return: use volatility, Sharpe ratio, and drawdown metrics.
- Execute smart rebalancing: rules for market drops, rallies, and drift control.
- Optimize costs and taxes: cut fees, use tax-advantaged accounts, avoid pitfalls.
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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