Types of Financial Products Course
This course equips learners with essential knowledge on various financial products including cash instruments, options, bonds, equities, insurance, and savings plans. Participants will gain skills in client profiling, product selection, portfolio diversification, and providing compliant financial advice.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Types of Financial Products Course provides practical, current knowledge to assess cash instruments, short-term options, bonds, and equity investments, while incorporating insurance, tax-beneficial accounts, and education savings schemes. Learn to profile clients, match products to goals and risk profiles, construct diversified portfolios, and deliver clear, compliant advice with confidence and precision.
Elevify advantages
Develop skills
- Analyse bonds and fixed income: yield, duration, credit risk in real scenarios.
- Build client profiles: risk tolerance, goals, time horizon, and constraints.
- Select tax-advantaged accounts: IRAs, 401(k)s, 529s for client objectives.
- Design diversified portfolios: match products to growth, income, and safety needs.
- Explain product trade-offs clearly: risk, liquidity, taxes, and costs to clients.
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.What our students say
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