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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?

Gain practical skills to evaluate client needs, assess risk profiles, and craft personalised proposals using mutual funds and insurance. Master advisory dialogues, objection handling, transparent fee and risk explanations, and full documentation to meet compliance and ethical guidelines for trustworthy recommendations.

Elevify advantages

Develop skills

  • Client needs analysis: assess risk, cashflow, and goals through structured discussions.
  • Master mutual funds: quickly compare types, risks, fees, and tax implications.
  • Insurance advisory: swiftly match life, savings, and income coverage to client needs.
  • Portfolio design: create tailored proposals, model returns, and stress-test risks.
  • Compliance-focused sales: document KYC, disclose costs, and prevent mis-selling.

Suggested summary

Before starting, you can change the chapters and 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 for the Prison System, and the Elevify course was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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