Investment Strategist Course
This course equips learners with practical skills to design, implement, and manage long-term investment portfolios tailored to client needs, incorporating risk management, asset allocation, and ongoing oversight strategies.

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.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