Banking investment Course
This course provides essential skills for banking investment professionals to deliver compliant, client-focused advisory services.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Banking Investment Course equips you with practical tools to profile clients, assess risk tolerance, and match suitable products while adhering to regulatory standards. Learn to construct starter portfolios, explain risk and return in straightforward terms, handle objections confidently, and select cost-efficient retail products, enabling you to provide compliant, client-centred solutions with clear next steps and continuous support.
Elevify advantages
Develop skills
- Portfolio design: construct starter allocations, glidepaths, and rebalancing rules.
- Product selection: choose funds, ETFs, and bonds with a focus on smart costs and taxes.
- Risk analysis: assess volatility, drawdowns, and diversification to meet client goals.
- Client profiling: translate goals and risk tolerance into appropriate portfolios.
- Advisory communication: explain strategies clearly and manage client objections.
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.What our students say
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