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

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 tools, bonds, and equity options, while incorporating insurance, tax-favoured accounts, and education savings schemes. Learn to profile clients, match products to goals and risk profiles, construct diversified portfolios, and deliver clear, compliant recommendations with assurance and precision.
Elevify advantages
Develop skills
- Analyse bonds and fixed income: yield, duration, credit risk in actual scenarios.
- Build client profiles: risk tolerance, goals, time horizon, and limitations.
- Select tax-favoured accounts: IRAs, 401(k)s, 529s for client aims.
- Design diversified portfolios: align products to growth, income, and security requirements.
- Explain product trade-offs plainly: risk, liquidity, taxes, and costs 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 workloadWhat our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course