Types of Financial Products Course
This course equips learners with essential knowledge on various financial products, including cash instruments, securities, bonds, equities, insurance, and savings plans, focusing on client profiling, portfolio construction, and compliant advisory practices.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
The Types of Financial Products Course provides practical, current knowledge to assess cash instruments, short-term securities, bonds, and equity options, while incorporating insurance, tax-advantaged accounts, and education savings plans. Learn to profile clients, match products to goals and risk profiles, construct diversified portfolios, and deliver clear, compliant recommendations with confidence and clarity.
Elevify Advantages
Develop Skills
- Analyse bonds and fixed income: yield, duration, credit risk in real scenarios.
- 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 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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