investment Course
This course equips learners with practical skills to build, manage, and optimize a personal investment portfolio for long-term wealth growth, covering planning, diversification, risk assessment, rebalancing, and cost efficiency.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This straightforward course provides a full, hands-on guide to creating and handling a well-disciplined personal investment portfolio, starting with defining objectives, planning finances, and building emergency savings, up to selecting options such as shares, bonds, unit trusts, and property investments. Gain knowledge on distributing assets, assessing risks and rewards, guidelines for adjusting holdings, tax-smart choices, setting up automatic processes, and measures against emotional decisions to develop a straightforward, repeatable strategy for sustained wealth building.
Elevify advantages
Develop skills
- Build a personal investment plan: budgets, goals, and emergency reserves.
- Design diversified portfolios: core-satellite allocation with clear risk limits.
- Model risk and return: use volatility, Sharpe ratio, and drawdown metrics.
- Execute smart rebalancing: rules for market drops, rallies, and drift control.
- Optimize costs and taxes: cut fees, use tax-advantaged accounts, avoid pitfalls.
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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