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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 classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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