Investment Choice Course
This Investment Choice Course equips investment professionals with practical skills to transform client goals into effective portfolios. It covers asset allocation, risk management, tax-efficient accounts, regulatory compliance, and execution strategies for delivering clear, compliant, and outcome-focused advice that suits Zimbabwean market needs.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a straightforward framework for profiling clients, spotting behavioural biases, and crafting compliant recommendations matched to risk tolerance. Master mapping financial goals and timelines, building custom asset allocations and glidepaths, picking tax-smart accounts and products, controlling costs, and using ongoing monitoring, stress tests, and rebalancing to boost long-term results.
Elevify advantages
Develop skills
- Master client profiling to convert goals, risk tolerance, and behaviours into solid advice.
- Design asset allocations with goal-based portfolios and effective glidepaths.
- Select optimal products and tax-efficient accounts suited for actual clients.
- Apply risk management and rebalancing strategies, including stress testing.
- Monitor performance and deliver clear, simple reports on results.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course