investment Analysis and Portfolio Management Course
This course equips learners with practical skills in investment analysis, portfolio construction, risk management, and performance monitoring for effective financial advising.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment Analysis and Portfolio Management Course provides a straightforward, practical approach to evaluating ETFs and unit trusts, constructing diversified investment portfolios, and handling risks effectively. You'll gain knowledge in asset distribution, choosing suitable instruments, implementing tax-efficient strategies, conducting stress tests, and performing regular rebalancing, along with client-oriented reporting methods that you can use right away in everyday situations.
Elevify advantages
Develop skills
- ETF and unit trust evaluation: quickly pick top-quality equity and bond ETFs.
- Asset distribution planning: create effective multi-asset combinations for actual clients.
- Portfolio building: allocate weights to assets, apply tax-efficient and cost-effective methods.
- Risk and scenario evaluation: assess potential losses, stress situations, and extreme risks.
- Tracking and rebalancing: monitor results, adjust holdings, and justify actions.
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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