Financial Products Advisory Course
This course equips finance professionals with skills to analyse client needs, master mutual funds and insurance products, design compliant portfolios, and deliver ethical, client-focused advice through structured conversations that meet regulatory standards. Gain confidence in handling objections, explaining fees and risks, and documenting recommendations properly.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical skills to evaluate client needs, assess risks, and craft personalised proposals using mutual funds and insurance. Master advisory discussions, objection handling, clear explanations of fees and risks, and full documentation aligned with compliance, ethics, and regulations for trustworthy recommendations.
Elevify advantages
Develop skills
- Client needs analysis: assess risk, cashflow and goals through structured discussions.
- Master mutual funds: quickly compare types, risks, fees and tax implications.
- Insurance advisory: swiftly match life, savings and income cover to client needs.
- Portfolio design: create tailored proposals, model returns and stress-test risks.
- Compliance-focused sales: document KYC, disclose costs and prevent mis-selling.
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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