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Stocks and Shares Course

Stocks and Shares Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Stocks and Shares Course provides a straightforward, hands-on approach to assessing clients, setting goals, and creating basic share portfolios. You'll learn to choose 4–6 shares, incorporate diversification, and utilise essential indicators such as P/E, ROE, profit margins, gearing, and dividend yields. Additionally, you'll delve into industry evaluation, ESG considerations, risk assessments, and crafting straightforward, non-technical advice that clients can confidently implement.

Elevify advantages

Develop skills

  • Client share profiling: quickly align objectives, risk tolerance, and investment timeframe.
  • Fundamentals of share selection: choose 4–6 solid options based on primary valuation measures.
  • Basic portfolio construction: develop varied, enduring share distributions.
  • Hands-on risk assessment: identify major portfolio risks and outline potential situations.
  • Straightforward client communication: describe share selections and indicators in simple terms.

Suggested summary

Before starting, you can change the chapters and the 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

Your lessons are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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