Financial Products Advisory Course
Gain expertise in analysing client needs, mutual funds, insurance products, and compliant sales discussions. This Financial Products Advisory Course equips finance professionals to build appropriate portfolios and deliver clear, ethical, outcome-driven advice that prioritises client interests while meeting regulatory standards.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This course provides practical tools to evaluate client needs, assess risk profiles, and craft tailored proposals using mutual funds and personal insurance. You will learn to conduct effective advisory discussions, address objections, clearly communicate fees and risks, and maintain comprehensive documentation aligned with regulatory, compliance, and ethical requirements for assured, client-focused 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 cover 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 the 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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