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Types of Financial Products Course

Types of Financial Products Course
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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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