Investment Choice Course
The Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers asset allocation, risk management, tax-efficient accounts, and hands-on execution for compliant, results-focused advice that suits Zambian financial contexts.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course provides a straightforward framework for profiling clients, spotting behavioural biases, and matching recommendations to rules and risk levels. You'll learn to set goals and timelines, create custom investment mixes and glidepaths, pick tax-smart accounts and products, control costs, and use steady monitoring, stress tests, and rebalancing for stronger long-term results.
Elevify advantages
Develop skills
- Client profiling mastery: turn goals, risk, and behaviour into clear advice.
- Asset allocation design: build goal-based portfolios with smart glidepaths.
- Product and account selection: choose funds and tax wrappers for real clients.
- Risk and rebalancing tactics: manage drift, stress test, and protect portfolios.
- Performance monitoring and reporting: track outcomes and explain results simply.
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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