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Financial Products Advisory Course

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

What will I learn?

The Financial Products Advisory Course provides practical tools to assess client requirements, evaluate risk profiles, and create tailored proposals featuring mutual funds and personal insurance. Participants master structuring advisory discussions, addressing objections, clarifying fees and risks, and documenting processes in accordance with regulatory, compliance, and ethical guidelines for assured, client-focused recommendations.

Elevify advantages

Develop skills

  • Client needs analysis: profile risk, cashflow and goals through structured discussions.
  • Mastery of mutual funds: compare types, risks, fees and tax implications swiftly.
  • Insurance advisory: align life, savings and income protection to client needs efficiently.
  • Portfolio construction: develop tailored proposals, forecast returns and stress-test risks.
  • Compliance-driven sales: record KYC details, 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 Prison System Intelligence Advisor, 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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