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Investment Products and Services
5 Licences (EUR 50 each)
€250.00
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Investment Products and Services
€250.00
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Flexible returns
Buying for a team?
Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in Investment Products and Services.
This course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Build a practical understanding of the key concepts covered in Investment Products and Services.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 2 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 2.25hrs - Desc:
This course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:
- Analyze customer cues and verbalized requests for different categories of investment products.
- Understand the use and purpose of investment strategies and products, and tailor products to suit customer needs.
- Differentiate between plans, products, and other investments.
Course Topics
T1. Investment Products: This topic will provide a general overview of investment products offered by most financial institutions to customers concerned with diversifying portfolios to generate more favorable returns.
T2. Investment Funds: This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.
T3. Commodities: This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.
T4. Trusts: This topic will detail the legal arrangements between parties for the benefit of beneficiaries, and the types offered by financial institutions as a means of investment.
T5. Insurance: This topic will describe insurance, and discuss reasons for purchasing insurance as well as typical insurance services.
T6. Estate Planning: This topic will introduce the learner to estate planning: the process of establishing a legal arrangement whereby owned property is designated to another individual.
T7. Retirement: This topic will familiarize the learner with the significance of investment-based retirement planning and the different types of Individual Retirement Accounts available to customers.
T8. Alternative Investments: This topic will offer the learner a discussion of alternative investments which are not one of the three traditional asset types; these include hedge funds, managed futures, private equity, and real estate
T9. Investment Services: This topic will provide an overview of the various services offered by the institution to enhance portfolios and increase account holder satisfaction
Continue your learning
Part of this learning pathway: Banking & Finance
Learners also take: Commercial Team Products and Services | Bank Products | Overview of Treasury Products Part I
Course pathway: eBSI Banking Academy > Banking & Finance > Investment Products and Services
Explore more Banking & Finance training or return to the eBSI Banking Academy.