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Financial Products Advisory Course

Financial Products Advisory Course
4 to 360 hours of flexible workload
certificate valid in your country

What Will I Learn?

Gain practical skills to evaluate client needs, assess risk profiles, and craft personalised proposals using mutual funds and insurance. Master advisory dialogues, objection handling, transparent fee and risk explanations, and full documentation to meet compliance, ethical and regulatory standards for effective 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: Match life, savings and income coverage to client needs efficiently.
  • 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
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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