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Financial Products Advisory Course

Financial Products Advisory Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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