from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This short, hands-on course develops practical skills in profiling clients, assessing suitability, and writing straightforward proposals with easy language and number examples. You'll learn to put together varied portfolios, describe risks in simple words, manage follow-ups and reports, and use ethical, rule-following methods to give clear, aim-based advice confidently in daily client dealings.
Elevify advantages
Develop skills
- Client profiling mastery: quickly assess goals, risk, and capacity to invest.
- Portfolio design skills: build diversified ETF portfolios for real clients fast.
- Clear risk communication: explain market, liquidity, and inflation risks simply.
- Compliance-ready advice: document proposals, disclosures, and follow-up steps.
- Ethical broker practice: align compensation, conflicts, and best-interest duty.
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.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course
