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Types of Financial Products Course

Types of Financial Products Course
from 4 to 360h 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 options, bonds, and equity investments, while incorporating insurance, tax-efficient accounts, and education savings schemes. Learn to profile clients, match products to objectives and risk profiles, construct diversified portfolios, and deliver clear, compliant advice with assurance and precision.

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-efficient accounts: retirement annuities, pension funds, education savings for client needs.
  • Design diversified portfolios: align products to growth, income, and security requirements.
  • 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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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