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Types of Financial Products Course

Types of Financial Products Course
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.
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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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