from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course provides a clear, practical guide to building and managing long-term investment portfolios with confidence. You'll learn to define client goals, assess risk and return, choose ETFs and funds, and create diversified allocations. Gain expertise in tax-efficient strategies, rebalancing guidelines, scenario planning, and communication techniques to make reliable, evidence-based investment choices for actual client requirements.
Elevify advantages
Develop skills
- Build long-term portfolios: design strategic asset allocations spanning 22+ years.
- Analyse asset classes: quickly compare risk, return, and diversification advantages.
- Select ETFs and funds: evaluate fees, liquidity, tracking error, and tax implications.
- Implement and rebalance: establish contributions, thresholds, and tax-efficient adjustments.
- Advise clients clearly: explain risk, volatility, and retirement options in straightforward terms.
Suggested summary
Before starting, you can change the chapters and the 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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