Access courses

Investment Strategies Consultant Course

What will I learn?

Become an expert investment consultant with our Investment Strategies Consultant Course. Get stuck in to important topics like investment goals, how much risk you can handle, and how long you have to invest. Improve your skills in looking at portfolios, measuring how well they're doing, and spotting trends in the market. Learn to create strategies that fit the client, manage risks, and put together good reports. This course is short, sweet, and high-quality, made for investment people who want to be even better and help their clients succeed.

Apoia's Unique Features

Online course with lifetime access
Certificate aligned with educational standards
Printable PDF summaries
Online support always available
Select and arrange the chapters you wish to study
Customize your course workload
Instant feedback on practical activities
Study anytime, no internet connection required

Develop skills

Enhance the growth of the practical skills listed below

Get good at spotting risks: Figure out and handle investment risks like a pro.

Check out portfolios: See what's in them and how they're doing to get the best returns.

Make smart strategies: Match investment plans to what clients want and what's happening in the market.

Guess how much things will grow: Use numbers to guess how well portfolios will do in the future.

Spread out investments: Use different ways to split up investments for a good balance.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can modify the chapters and the workload.

  • Select which chapter to commence with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can include

You’ll be able to generate additional chapters similar to the examples below

This is a free course focused on personal and professional growth. It does not equate to a technical, undergraduate, or postgraduate qualification, but offers practical and relevant knowledge for your professional journey.