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investment Analysis and Portfolio Management Course

investment Analysis and Portfolio Management Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This Investment Analysis and Portfolio Management Course provides a straightforward, practical approach to evaluating ETFs and mutual funds, constructing diversified portfolios, and handling risk effectively. You'll cover asset allocation, choosing the right instruments, implementing with tax considerations, conducting stress tests, and carrying out regular rebalancing, along with client-oriented reporting tools that you can use right away in everyday situations.

Elevify advantages

Develop skills

  • ETF and fund screening: quickly pick top-quality equity and bond ETFs.
  • Asset allocation design: create strategic multi-asset combinations for actual clients.
  • Portfolio construction: allocate weights to assets, apply tax-efficient and cost-effective methods.
  • Risk and scenario analysis: assess drawdowns, stress situations, and extreme risks.
  • Monitoring and rebalancing: follow performance, adjust balances, and justify actions.

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

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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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