Investment Selection & Screening Course
Gain mastery in a full investment selection process: define your market universe, create fundamental and technical screens, rank high-conviction stocks, and build clear, risk-managed recommendations for portfolios spanning 6 to 24 months. This course equips you with practical tools to select and screen investments effectively for medium-term success.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course provides a straightforward, hands-on method to set your market universe, create fundamental and technical filters, and produce a targeted shortlist of investments. You will learn to build reliable screens, evaluate financial strength, study price movements, integrate scores into a documented medium-term recommendation, and include risk management, monitoring guidelines, and reusable tools ready for immediate use.
Elevify advantages
Develop skills
- Build strong fundamental stock screens using practical professional filters.
- Combine technical and fundamental signals for precise entry and exit timing.
- Analyse balance sheets, cash flows, and valuations to quickly rank top stocks.
- Design client-suited portfolios with defined risk rules, sizing, and exit triggers.
- Develop repeatable spreadsheet workflows with free data and screening tools.
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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