Overview
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
- Navigate the major asset classes and identify their characteristics and purpose
- Identify the key financial products in each asset class that financial planners and wealth managers most often encounter
- Interpret real market data and formulate an opinion on the health of financial market conditions
Who Should Take This Course?
Asset Classes and Financial Markets
Level 2
Approx 2.5h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
Learner Reviews
The course is interesting and provides various aspects on different asst classes and how you can allocate them
Tinashe Murindagomo
Keep learning and you will be paid off some time in the near future.
Atinafu Asefa
If you're new to the industry, it's a fantastic primer on the capital markets. If you already have some experience, it serves as a helpful refresher before diving into more technical content.
Akweli Parker
Detailed and precise
