Financial Products Advisory Course
Master client needs analysis, mutual funds, insurance products, and compliant sales conversations. This Financial Products Advisory Course helps finance professionals design suitable portfolios and give clear, ethical, results-focused advice. Get practical tools to analyse client needs, profile risk, structure advisory talks, handle objections, explain fees and risks, and document everything to meet regulatory standards for confident recommendations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Financial Products Advisory Course gives you practical tools to analyse client needs, profile risk, and design suitable proposals using mutual funds and personal insurance solutions. Learn to structure advisory conversations, handle objections, explain fees and risks clearly, and document every step in line with regulatory, compliance, and ethical standards for confident, client-centered recommendations.
Elevify advantages
Develop skills
- Client needs analysis: profile risk, cashflow and goals with structured talks.
- Mutual fund mastery: compare types, risks, fees and tax impact in minutes.
- Insurance advisory: match life, savings and income cover to client gaps fast.
- Portfolio design: build suitable proposals, model returns and stress-test risk.
- Compliance-first selling: document KYC, disclose costs and avoid 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 are saying
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