Investment Decision-making Course
Master investment decision-making with a structured process for research, risk management, scoring, and portfolio allocation. Build clear, defensible investment cases tailored to family offices and professional investors.

4 to 360 hours of flexible workload
valid certificate in your country
What Will I Learn?
This Investment Decision-making Course gives you a practical, end-to-end framework to research options, define clear criteria and constraints, build scoring models, and turn results into disciplined portfolio allocations. Learn to identify and monitor key risks, run stress tests, document assumptions, and communicate decisions in plain language through concise memos, templates, and transparent calculations.
Elevify Differentials
Develop Skills
- Investment research mastery: source, benchmark, and compare assets fast.
- Practical risk control: spot, stress test, and mitigate key portfolio threats.
- Scoring model design: build weighted scores to rank investments with clarity.
- Portfolio allocation skills: turn scores into rules-based, diversified positions.
- Clear investment memos: explain decisions, assumptions, and risks to non-experts.
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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