Investment Selection & Screening Course
Gain mastery over a full investment selection process: establish your market universe, create fundamental and technical screens, rank high-conviction stocks, and form clear, risk-managed recommendations for portfolios spanning 6 to 24 months. This course equips you with practical tools to select and screen investments effectively, ensuring reproducible results and informed decisions in dynamic markets.

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.What our students say
Your lessons are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

Giulio CarloPrompt Engineering Student
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