Types of Financial Products Course
This course equips learners with essential knowledge on various financial products, including cash instruments, options, bonds, equities, insurance, and savings schemes, focusing on client profiling, portfolio construction, and compliant advisory practices.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Types of Financial Products Course provides practical, current knowledge to assess cash instruments, short-term options, bonds, and equity investments, while incorporating insurance, tax-favoured accounts, and education savings schemes. Learn to create client profiles, match products to objectives and risk profiles, construct balanced portfolios, and deliver straightforward, compliant advice with assurance and precision.
Elevify advantages
Develop skills
- Analyse bonds and fixed income: yield, duration, credit risk in actual scenarios.
- Develop client profiles: risk appetite, aims, time frame, and limitations.
- Choose tax-favoured accounts: IRAs, 401(k)s, 529s to meet client goals.
- Create diversified portfolios: align products to growth, income, and security requirements.
- Describe product compromises plainly: risk, liquidity, taxes, and expenses to clients.
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
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