Rigorous trainer selection
Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.
- Triple validation: technical, pedagogical, sectoral.
- Minimum rating 4.8/5 over the last 12 sessions.
Learning objectives
- Master the fundamentals of professional portfolio management
- Develop asset diversification skills through certified training
- Design an investment strategy adapted to 2026 for your business
- Analyze market risks using modern tools
- Implement a high-performing portfolio through practical exercises
- Optimize net yield considering taxation
- Apply expert methods in a professional context
The Learni story
Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.
Don't let this gap widen
Why this program matters
Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.
Organizations that don't train their talents on key topics see their competitiveness drop.
Every quarter without training is a gap widening with competitors who invest.
The cost of inaction quickly exceeds that of well-targeted training.
Program
Module 1Fundamentals of Portfolio Management 2026: Key Concepts, Diversification, Analysis Tools (Excel, Financial Ratios)
Discover the basics of portfolio management in 2026 through an introduction to asset classes, stocks, bonds, real estate. Explore diversification to reduce risks, practice profitability ratio calculations in Excel during guided workshops, analyze concrete cases from past crises, build your first balanced virtual portfolio, receive immediate feedback from the trainer, and integrate 2026 macroeconomic trends such as inflation and interest rates.
Module 2Portfolio Management Strategies 2026: Asset Allocation, Rebalancing, Simulation Tools (Professional Software, Future Scenarios)
Dive into asset allocation strategies adapted to 2026, model ESG and sustainable tech portfolios via interactive simulations with dedicated software, test periodic rebalancing in the face of market volatility, study geopolitical impacts and AI in finance, practice backtesting historical returns, optimize through small group exercises, produce a personalized strategy report, and anticipate EU regulatory developments.
Module 3Portfolio Management Optimization 2026: Advanced Risks, Taxation, Performance Tracking (Dashboards, KPI Indicators)
Master portfolio optimization for 2026, covering advanced risk management like Value at Risk and stress tests, integrate French taxation such as PEA and life insurance, build performance dashboards in Power BI and Excel, simulate 2026 scenarios like recession or crypto boom, evaluate Sharpe ratio with real exercises, finalize a professional action plan, receive validated skills certification, and plan post-training follow-up for your company.
Evaluation method
- Daily interactive quizzes to validate learning
- Real case studies graded by the trainer
- Final project: 2026 portfolio submission and evaluation
Learning method
- Active pedagogy: 70% practice, 30% theory
- Remote exercises on a collaborative platform
- Real case studies from French companies
- Video support with unlimited replays
Methods, materials and delivery
The Training Portfolio Management 2026 - Master the Basics of Profitable Investment program is delivered onsite or remote (blended-learning, e-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.
The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.
Equipment required
For the smooth delivery of the Training Portfolio Management 2026 - Master the Basics of Profitable Investment program, the following equipment is required:
- Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
- Training environments installed on workstations or accessible online
- Course materials, hands-on exercises and complementary resources
- Post-training access to materials and educational resources
For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.
* contact us for remote delivery feasibility** ratio varies depending on the program
Skills assessment methods
Assessment of skills acquired during the Training Portfolio Management 2026 - Master the Basics of Profitable Investment program is performed through:
- During training: case studies, hands-on labs and professional scenarios
- End of training: self-assessment questionnaire and skills evaluation by the trainer
- After training: completion certificate detailing acquired skills
Program accessibility
Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.
Enrollment terms and lead times
Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.
Verified reviews
What our learners
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
Our method
Training quality, guaranteed at every step
Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.
You meet the trainer beforehand
30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.
- Live briefing on goals and team context.
- Veto right — we swap the trainer for free if needed.
Content tailored to your context
No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.
- Hands-on cases drawn from your stack and projects.
- Program co-written then validated by your team.
Continuous quality follow-up
Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.
- NPS, knowledge quizzes and skills self-assessment.
- Satisfaction guarantee: fully satisfied or free rework.
A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.
UX/UI Design
More programs in UX/UI Design.
UX/UI DesignIndustry-certifiedCouleurs configurables : Techniques et bonnes pratiques pour interfaces web et applications
$2,640Net · employer-funded
UX/UI DesignIndustry-certifiedCréer des Interfaces Professionnelles avec Ant Design et React : Formation Complète
$3,960Net · employer-funded
UX/UI DesignIndustry-certifiedCréer un Jeu 3D Interactif avec Bevy : Formation Complète pour Débutants
$3,960Net · employer-funded
UX/UI DesignIndustry-certifiedDark Mode Training - Optimizing High-Performance Dark UX
$4,410Net · employer-funded
UX/UI DesignIndustry-certifiedDevenir Développeur de Jeux Vidéo avec CryEngine : Formation Complète pour Débutants
$3,960Net · employer-funded
UX/UI DesignIndustry-certifiedDéveloppez votre premier jeu vidéo en Rust avec Bevy : Initiation complète
$3,960Net · employer-funded
Cartographie & SIG
More programs in Cartographie & SIG.
Cartographie & SIGIndustry-certifiedAdobe XD Expert Training - Master Advanced Interactive Prototypes
$5,040Net · employer-funded
Cartographie & SIGIndustry-certifiedAdvanced Figma Training - Master Expert Interactive Prototypes
$2,520Net · employer-funded
Cartographie & SIGIndustry-certifiedAdvanced Figma Training - Professional Interactive Prototypes in 1 Day
$1,260Net · employer-funded
Cartographie & SIGIndustry-certifiedAdvanced Framer Training - Create Professional Interactive Sites
$2,520Net · employer-funded
Cartographie & SIGIndustry-certifiedAdvanced Sketch Training - Create Optimized Interactive Prototypes
$1,260Net · employer-funded
Cartographie & SIGIndustry-certifiedAdvanced Sketch Training - Create Professional Interactive Prototypes
$2,520Net · employer-funded
Développement Web
More programs in Développement Web.
Développement WebIndustry-certifiedAPNs Training - Expert Scaling iOS Push Notifications
$2,640Net · employer-funded
Développement WebIndustry-certifiedASP.NET Core : Maîtriser le Développement Web Moderne
$6,600Net · employer-funded
Développement WebIndustry-certifiedATDD : Maîtriser l’Acceptance Test Driven Development en équipes agiles
$3,960Net · employer-funded
Développement WebIndustry-certifiedAWS IoT Core : Maîtrisez la gestion intelligente des objets connectés
$3,960Net · employer-funded
Développement WebIndustry-certifiedAWS Security Hub : Maîtriser la sécurité cloud avec AWS
$2,640Net · employer-funded
Développement WebIndustry-certifiedAccélérer vos modèles d’Intelligence Artificielle avec OpenVINO : de l’optimisation à la mise en production
$3,960Net · employer-funded
Design Graphique
More programs in Design Graphique.
Design GraphiqueIndustry-certifiedAdvanced DigitalOcean Training - Deploy Scalable Infrastructures
$3,780Net · employer-funded
Design GraphiqueIndustry-certifiedAdvanced Expo Training - Maximize ROI on Professional Trade Shows
$2,520Net · employer-funded
Design GraphiqueIndustry-certifiedAdvanced Mastery of Plotters for Large Format Printing: From Installation to Optimization
$3,960Net · employer-funded
Design GraphiqueIndustry-certifiedAdvanced PCI-DSS Training - Ensure Total Payment Security Compliance
$6,300Net · employer-funded
Design GraphiqueIndustry-certifiedAdvanced PCI-DSS Training - Master Expert Compliance
$6,300Net · employer-funded
Design GraphiqueIndustry-certifiedArticle 5 RGPD : Maîtriser les Principes Fondamentaux de la Protection des Données Personnelles
$1,320Net · employer-funded
Your professional training, anywhere
Let's build
your next
program.
30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.
Reply within 24 h · Industry-certified · Corporate funding