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
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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