investor Course
This course equips you with practical skills to build and manage a diversified investment portfolio using index funds, ETFs, and fixed income options, focusing on asset allocation, risk management, and long-term stability.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Investor Course provides a clear, practical framework to set personal objectives, establish a strategic asset allocation, and select index funds, ETFs, and fixed income options confidently. Discover how to match your time frame and risk appetite, maximise tax-efficient and standard accounts, create a consistent monthly savings plan, handle market slumps, and track, adjust, and record your portfolio for enduring stability.
Elevify advantages
Develop skills
- Build a custom asset allocation: match risk, objectives, and time frame quickly.
- Choose top-quality ETFs and bond funds based on fees, yield, and tax considerations.
- Create a monthly investment plan: automate cash flow, use dollar-cost averaging, and rebalance.
- Handle portfolio risk during downturns with straightforward rules, checklists, and protections.
- Track and record performance using benchmarks, logs, and regular disciplined assessments.
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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Course in PDF