Investment Strategist Course
Master the Investment Strategist role: design robust asset allocations, manage risk and tail events, build 20-year projections, and implement tax‑efficient portfolios that align client goals with disciplined, real‑world investment decisions.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Investment Strategist Course gives you a clear, practical framework to build robust long-term portfolios, define client objectives and constraints, and set realistic capital market assumptions. Learn to design strategic asset allocations, select efficient ETFs and funds, manage risk with scenario analysis and stress testing, and create disciplined governance, rebalancing, and withdrawal policies that adapt confidently over time.
Elevify advantages
Develop skills
- Build client-ready strategic asset allocations aligned to goals and risk.
- Model 20-year portfolio outcomes with scenarios, stress tests, and tail-risk checks.
- Translate capital market assumptions into practical equity, bond, and REIT mixes.
- Implement portfolios with low-cost ETFs, tax-aware trading, and smart rebalancing.
- Design governance rules, withdrawal plans, and behavior safeguards for clients.
Suggested summary
Before starting, you can change the chapters and 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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