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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?

Acquire practical skills to evaluate client needs, assess risks, and craft personalized proposals with mutual funds and insurance. Master advisory dialogues, objection management, transparent fee and risk explanations, and full documentation adhering to compliance, regulatory, and ethical guidelines for trustworthy advice.

Elevify advantages

Develop skills

  • Client needs analysis: assess risk, cashflow and goals through structured discussions.
  • Master mutual funds: compare types, risks, fees and tax effects quickly.
  • Insurance advisory: align life, savings and income protection to client needs efficiently.
  • Portfolio design: create tailored proposals, project returns and test risks thoroughly.
  • Compliance-focused sales: record KYC, reveal 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 of 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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