Technical Aspects of Financial Products
Master the characteristics and types of financial products for effective investment advisory services, with special focus on risk, returns, and diversification.
Master the characteristics and types of financial products for effective investment advisory services, with special focus on risk, returns, and diversification.
This comprehensive course equips you with the knowledge needed to provide responsible and professional investment advice. Learn how to build client trust through a customer-focused approach and gain a deep understanding of the financial sector. The program covers different types of financial products and their implications regarding profitability, risk, liquidity, diversification, and tax aspects—all essential for presenting a comprehensive overview of the financial sector to potential clients. You'll develop expertise in analyzing financial instruments and creating personalized investment strategies tailored to client needs.
Instructors:
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What you'll learn
Understand the operation of the financial industry and the various products and services it offers Distinguish appropriate products for each client according to their specific risk characteristics, liquidity needs, expected returns, and tax impact Comprehend the importance of diversification and portfolio construction Provide suitable and personalized solutions for better financial planning of clients' futures
Skills you'll gain
This course includes:
PreRecorded video
Graded assignments, exams
Access on Mobile, Tablet, Desktop
Limited Access access
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There are 4 modules in this course
This course provides a comprehensive overview of the financial industry, focusing on the technical aspects of financial products essential for investment advisory. Participants will learn about different financial instruments including money market products, fixed income, equities, indices, investment funds, derivatives, and alternative investments. The curriculum covers key concepts such as asset characteristics, diversification principles, financial models, and portfolio management. Students will develop skills in personalizing investment strategies according to client needs, understanding investment psychology, analyzing costs, and navigating tax implications. The course emphasizes creating tailored financial solutions that align with clients' risk profiles, liquidity needs, expected returns, and tax situations. By completion, participants will be equipped to offer confident, professional investment advice while building trust with potential clients.
Instrumentos financieros básicos
Module 1
Otros instrumentos financieros
Module 2
Estructuración de portafolios
Module 3
Aplicación en la asesoría a clientes
Module 4
Fee Structure
Payment options
Financial Aid
Instructor
4 Courses
Expert in Financial Modeling, Digital Strategy & Entrepreneurship
Ivan Felipe Rico is a finance professor and master's director at Universidad del Rosario, with expertise in valuation, fintech, and strategy
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Frequently asked questions
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