from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Shares and Stocks Course provides a straightforward, hands-on structure to assess clients, set goals, and create basic share portfolios. You'll learn to choose 4–6 shares, implement diversification, and utilise essential indicators like P/E, ROE, profit margins, gearing, and dividend yields. Additionally, you'll delve into sector evaluation, ESG criteria, risk situations, and how to deliver succinct, jargon-free advice that clients can confidently implement.
Elevify advantages
Develop skills
- Client share profiling: align objectives, risk tolerance, and timeframe quickly.
- Share selection fundamentals: select 4–6 solid options using primary valuation ratios.
- Basic portfolio construction: develop diversified, long-term share holdings.
- Practical risk assessment: identify main portfolio risks and prepare for scenarios.
- Straightforward client communication: describe share selections and indicators in simple English.
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
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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Course in PDF
