Investment Strategist Course
This course equips participants with essential skills to build and manage long-term investment portfolios tailored to client needs, incorporating risk management, asset allocation, and practical implementation strategies using cost-effective instruments.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Investment Strategist Course provides a straightforward, hands-on structure to develop solid long-term investment portfolios, identify client goals and limitations, and establish practical expectations for capital markets. You'll learn to craft strategic asset distributions, choose cost-effective ETFs and funds, handle risks through scenario reviews and stress tests, and establish reliable oversight, rebalancing, and drawdown guidelines that adjust smoothly over time.
Elevify advantages
Develop skills
- Develop client-focused strategic asset distributions that match objectives and risk levels.
- Project 20-year portfolio results using scenarios, stress tests, and extreme risk evaluations.
- Convert capital market forecasts into effective combinations of equities, bonds, and property investments.
- Execute portfolios using affordable ETFs, tax-efficient trading, and intelligent rebalancing techniques.
- Create oversight protocols, withdrawal strategies, and behavioural protections for clients.
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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