Financial Products Advisory Course
This course equips finance professionals with skills in client needs assessment, mutual funds, insurance products, and regulatory-compliant sales dialogues. Participants learn to craft appropriate portfolios and deliver transparent, ethical, outcome-oriented advice to clients effectively.

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.What our students say
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