Asset Classes and Financial Markets

Asset Classes and Financial Markets Course Overview

Understanding the landscape that you work in is a foundational part of success. After all, how can you possibly give financial advisory services without knowing financial markets?

As a financial planner or wealth management professional, you need to know financial markets and asset classes like the back of your hand. In this course, we give you an overview of financial markets – what they are, who they serve, and why a healthy one is so important for the global economy – and the three primary asset classes in them.

  

Asset Classes and Financial Markets Learning Objectives

By the end of the course, you will be able to:

• Explain what financial markets are and their purpose
• Navigatethe major asset classes and identifytheir characteristics and purpose
• Identifythe key financial products in each asset class that financial planners and wealth managers most often encounter
• Interpretreal market data and formulate an opinion on the health of financial market conditions

Who Should Take This Course?

This Asset Classes and Financial Markets course is for anyone interested in becoming their own finance professional first. This course is designed as a primer to introduce all the foundational concepts you need to understand to navigate topics in financial planning and wealth management.