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Investment Selection & Screening Course

Investment Selection & Screening Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This course provides a straightforward, hands-on method to set your market universe, develop fundamental and technical screening filters, and create a targeted shortlist of investments. You will learn to build reliable screens, evaluate financial strength, study price movements, integrate scoring systems, and produce documented medium-term recommendations complete with risk management, ongoing monitoring guidelines, and easy-to-use tools ready for immediate application in your investment strategy.

Elevify advantages

Develop skills

  • Build strong fundamental stock screens using practical professional filters.
  • Merge technical and fundamental signals for precise entry and exit timing.
  • Examine balance sheets, cash flows, and valuations to quickly rank top stocks.
  • Develop client-suited portfolios with defined risk rules, position sizing, and exit strategies.
  • Set up repeatable spreadsheet workflows with free data sources and screeners.

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.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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