Types of Financial Products Course
This course equips learners with essential knowledge on various financial products, including cash instruments, options, bonds, equities, insurance, and tax-advantaged savings plans. Participants will gain skills to evaluate client needs, build diversified portfolios, and provide clear, compliant financial advice tailored to individual risk profiles and goals.

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-advantaged savings, and education plans. Learn to assess client needs, match products to objectives and risk profiles, construct balanced portfolios, and deliver straightforward, compliant advice with assurance and precision.
Elevify advantages
Develop skills
- Analyse bonds and fixed income: yield, duration, credit risk in actual scenarios.
- Construct client profiles: risk tolerance, objectives, time frame, and limitations.
- Choose tax-advantaged accounts: IRAs, 401(k)s, 529s for client goals.
- Develop diversified portfolios: align products to growth, income, and security requirements.
- Describe product trade-offs plainly: risk, liquidity, taxes, and fees 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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