Financial Products Advisory Course
Master client needs analysis, mutual funds, insurance products, and compliant sales conversations. This Financial Products Advisory Course equips finance professionals with practical tools to design suitable portfolios, handle objections, explain fees and risks clearly, and deliver confident, ethical, client-centered recommendations in line with regulatory standards.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Financial Products Advisory Course provides practical tools to analyse client needs, profile risk, and design suitable proposals using mutual funds and personal insurance solutions. Learners will master structuring advisory conversations, handling objections, explaining fees and risks clearly, and documenting every step according to regulatory, compliance, and ethical standards for confident, client-focused recommendations.
Elevify advantages
Develop skills
- Client needs analysis: profile risk, cashflow and goals with structured talks.
- Mutual fund mastery: compare types, risks, fees and tax impact in minutes.
- Insurance advisory: match life, savings and income cover to client gaps fast.
- Portfolio design: build suitable proposals, model returns and stress-test risk.
- Compliance-first selling: document KYC, disclose costs and avoid mis-selling.
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
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