Financial Products Advisory Course
This Financial Products Advisory Course equips finance professionals with essential skills to analyze client needs, master mutual funds and insurance products, design compliant portfolios, and deliver clear, ethical advice. Participants learn to profile risks, structure conversations, handle objections, explain fees and risks, and document processes in line with regulatory standards for confident, client-centered recommendations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical tools in the Financial Products Advisory Course to analyze client needs, assess risks, and craft proposals using mutual funds and insurance. Master advisory talks, objection handling, fee and risk explanations, and full documentation per compliance and ethical rules for effective 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.What our students say
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