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Types of Financial Products Course

Types of Financial Products Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

The Types of Financial Products Course provides you with practical, up-to-date knowledge to evaluate cash instruments, short-term securities, bonds, and equity investments, whilst integrating insurance, tax-advantaged accounts, and education savings plans. Learn to profile clients, align products with goals and risk levels, build diversified portfolios, and communicate clear, compliant recommendations with confidence and clarity.

Elevify advantages

Develop skills

  • Analyse bonds and fixed income: yield, duration, credit risk in real cases.
  • Build client profiles: risk tolerance, goals, time horizon, and constraints.
  • Select tax-advantaged accounts: ISAs, SIPPs, Junior ISAs for client objectives.
  • Design diversified portfolios: match products to growth, income, and safety needs.
  • Explain product trade-offs clearly: risk, liquidity, taxes, and costs to clients.

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

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Great course. Lots of valuable information.
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