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Financial Products Advisory Course

Financial Products Advisory Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

Gain practical tools to analyze client needs, assess risk profiles, and craft tailored proposals using mutual funds and personal insurance. Master structuring advisory discussions, addressing objections, clearly explaining fees and risks, and documenting all steps to meet regulatory, compliance, and ethical requirements for effective, client-focused recommendations.

Elevify advantages

Develop skills

  • Client needs analysis: Assess risk, cash flow, and goals through structured discussions.
  • Master mutual funds: Quickly compare types, risks, fees, and tax implications.
  • Insurance advisory: Rapidly match life, savings, and income coverage 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 Correctional 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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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