investing Course for Beginners
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal investment portfolio right from the start. You'll learn about main types of assets, basics of risk and investment time frames, options for tax-saving accounts, and step-by-step examples of how to allocate funds using small monthly contributions. You'll get ready-to-use templates, tested plans, and practical rules to stay disciplined, avoid rash decisions, and monitor your progress in the first year.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal investment portfolio right from the start. You'll learn about main types of assets, basics of risk and investment time frames, options for tax-saving accounts, and step-by-step examples of how to allocate funds using small monthly contributions. You'll get ready-to-use templates, tested plans, and practical rules to stay disciplined, avoid rash decisions, and monitor your progress in the first year.
Elevify advantages
Develop skills
- Build a basic financial plan: set goals, manage cash flow, and establish emergency fund targets.
- Design a straightforward asset allocation: match risk levels, time horizons, and diversification needs.
- Compare essential investments: shares, bonds, ETFs, cryptocurrencies, and savings options.
- Create a 12-month investment plan: outline monthly steps, tracking methods, and review points.
- Apply risk management and behavioural guidelines: test scenarios, automate processes, and steer clear of impulsive choices.
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
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