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.
Overview
Syllabus
- Introduction
- Understanding Asset Classes
- Cash and Cash Equivalents
- Fixed Income Securities
- Equity Securities
- Conclusion
- Qualified Assessment
Taught by
CFI (Corporate Finance Institute)