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Investment Strategist Course

Investment Strategist Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

The Investment Strategist Course provides a straightforward, hands-on approach to creating strong long-term investment portfolios, identifying client goals and limitations, and establishing practical expectations for capital markets. You'll learn to craft strategic asset mixes, choose cost-effective ETFs and funds, handle risks through scenario planning and stress testing, and develop reliable rules for oversight, rebalancing, and withdrawals that adjust smoothly as time goes on.

Elevify advantages

Develop skills

  • Build client-focused strategic asset allocations that match goals and risk levels.
  • Model 20-year portfolio results using scenarios, stress tests, and checks for extreme risks.
  • Convert capital market forecasts into workable combinations of equities, bonds, and REITs.
  • Put portfolios into action with affordable ETFs, tax-smart trading, and effective rebalancing.
  • Create oversight guidelines, withdrawal strategies, and behavioural protections for clients.

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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