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Asset Management Training

Asset Management Training
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This course offers a straightforward framework for assessing private clients, converting their objectives and limitations into investment strategies, and evaluating varied portfolios with basic tools. You will learn to choose asset types and tools, handle risks, rebalance effectively, minimise taxes, and explain advice clearly through professional reports.

Elevify advantages

Develop skills

  • Portfolio design: quickly create diversified portfolios that account for risks.
  • Risk controls: establish limits on losses, safety margins, and tax-efficient rebalancing.
  • Client profiling: convert investor goals and constraints into suitable portfolios.
  • Market modelling: forecast returns, fluctuations, and stress tests using spreadsheets.
  • Client communication: clearly explain strategies, risks, and reports in simple terms.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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