Types of Financial Products Course
This course equips learners with essential knowledge on various financial products, including cash tools, bonds, equities, insurance, and tax-advantaged accounts, focusing on client profiling, portfolio diversification, and compliant recommendations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Types of Financial Products Course gives you practical, up-to-date knowledge to evaluate cash tools, short-term instruments, bonds, and equity vehicles, while integrating insurance, tax-advantaged accounts, and education savings plans. Learn to profile clients, align products with goals and risk levels, build diversified portfolios, and communicate clear, compliant recommendations with confidence and clarity.
Elevify advantages
Develop skills
- Analyze bonds and fixed income: yield, duration, credit risk in real cases.
- 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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