Financial Products Advisory Course
This course equips finance professionals with skills to analyze client needs, master mutual funds and insurance products, design compliant portfolios, and deliver ethical, clear advice through structured sales conversations. Gain confidence in risk profiling, objection handling, fee disclosure, and regulatory documentation for client-centered recommendations.

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.What our students say
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