Types of Financial Products Course
This course equips learners with essential knowledge on various financial products, including cash instruments, options, bonds, equities, insurance, and tax-efficient savings plans. Participants will gain skills in client profiling, product selection, portfolio diversification, and providing compliant financial advice.

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 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 actual scenarios.
- Build client profiles: risk tolerance, goals, time horizon, and limitations.
- Select tax-efficient 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 the 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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