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 ethical, client-focused advice in line with regulatory standards.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Gain practical tools to analyse client needs, profile risks, and craft tailored proposals using mutual funds and insurance. Master structuring advisory discussions, addressing objections, clarifying fees and risks, and documenting processes to meet compliance and ethical guidelines for confident 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 workload.What our students say
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