Investment Selection & Screening Course
Gain mastery over a full investment selection process: set your market universe, create fundamental and technical screens, rank promising stocks, and form risk-managed recommendations for portfolios spanning 6 to 24 months.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Investment Selection and Screening Course offers a straightforward, hands-on method to establish your market scope, develop fundamental and technical screening filters, and create a targeted shortlist of investments. You will learn to craft effective screens, evaluate financial stability, study price movements, integrate scoring systems, and produce documented medium-term recommendations complete with risk management, ongoing monitoring guidelines, and practical tools ready for immediate use in your work.
Elevify advantages
Develop skills
- Build strong fundamental stock screens using practical professional filters.
- Merge technical and fundamental signals for precise entry and exit timing.
- Examine balance sheets, cash flows, and valuations to quickly rank top stocks.
- Develop client-suited portfolios with defined risk rules, position sizes, and exit plans.
- Set up repeatable spreadsheet workflows with free data sources and screeners.
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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