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Stocks and Shares Course

Stocks and Shares Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

The Stocks and Shares Course provides a straightforward, hands-on approach to assessing clients, setting goals, and creating basic share portfolios. You'll learn how to choose 4–6 shares, incorporate diversification, and utilise important measures such as P/E, ROE, profit margins, debt levels, and dividend yields. Additionally, you'll delve into sector evaluations, ESG considerations, risk assessments, and ways to deliver straightforward, easy-to-understand advice that clients can confidently follow.

Elevify advantages

Develop skills

  • Client share profiling: quickly align objectives, risk tolerance, and investment timeframe.
  • Basics of share selection: choose 4–6 solid options using essential valuation indicators.
  • Basic portfolio construction: create balanced, enduring share investments.
  • Risk assessment in practice: identify main portfolio risks and prepare for possible outcomes.
  • Straightforward client communication: describe share selections and indicators 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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
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 Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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