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Financial Products Advisory Course

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

What will I learn?

Gain practical skills to assess client needs, profile risks, and craft tailored proposals using mutual funds and insurance. Master advisory discussions, objection handling, clear explanations of fees and risks, and full documentation per compliance and ethical norms for effective recommendations.

Elevify advantages

Develop skills

  • Client needs analysis: profile 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 coverage to client needs swiftly.
  • Portfolio design: create suitable proposals, model returns and stress-test risks.
  • Compliance-focused selling: document KYC, disclose 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 Intelligence Advisor of the Prison System, and the course from Elevify 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
Very great course. Lots of rich information.
WiltonCivil Firefighter

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