Skip to content

Selecting Suitable Financial Products


Udemy

Summary

Price
Free
Study method
Online
Duration
Self-paced
Qualification
No formal qualification

Overview

Learn how to select suitable personal financial products based on your risk profile.

Description

In this course, we will learn about the Financial Markets and the various financial products that can be found in these markets.

We will look at 8 different types of financial products:

  • Bonds
  • Shares
  • Unit Trusts
  • Investment Linked Policies (ILPs)
  • Structured Deposits
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs) and
  • Contracts For Difference (CFDs)

Learn how to select suitable financial products that are in line with your risk profile.

This course will help you to select the right financial products in order to help you improve your financial returns. You will also learn the basic steps of constructing and maintaining your financial portfolio.

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.