Name: Asset Classes and Financial Markets
Availability: InStock
Rating: 4.84 (32 reviews)

Asset Classes and Financial Markets

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.

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.

Asset Classes and Financial Markets Learning Objectives

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

Prerequisite Courses

Recommended courses to complete before taking this course.

Introduction to Financial Planning and Wealth Management: Industry and Careers

What You'll Learn

Lesson

Multimedia

Exams

Files

Conclusion

Qualified Assessment

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.

Financial Planning & Wealth Management Professional (FPWMP®) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

Learn More

What Our Members Say

Very Interesting

The course is interesting and provides various aspects on different asst classes and how you can allocate them

Tinashe Murindagomo

Keep learning

Keep learning and you will be paid off some time in the near future.

Atinafu Asefa

Great comprehensive intro to markets and asset classes

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

Mustapha Ibrahim

LIQUID

This course has ample liquidity for me to go further.

Victor Musonda

Great Stuff!

I am always excited to complete a course.

Enoch Offei

So good and recommend financial specialist

Building block on types of asset. So rich and covers almost all on assets

fotaw chambeng vivian

Good Introductory course for asset classes and financial markets

Practical course for understanding asset classes and financial markets.

Kwong Sang Yeung

Good high level summary course

Good high level summary

Julius Anuolu Oloyede

SIMPLE AND CLEAR EXPLANATION OF CONCEPTS

GOOD COURSE AT BASIC LEVEL

venugopal rajamanuri

Fun and Engaging Course

Great course material, informative, fun and engaging.

Tharindu Nalaka

It is a very informative, knowledge-giving, interesting and in-depth course, thank you very much.

Dielo Giorgadze

Financial advisory services

Financial markets and asset classes.

Lydia Angolo Endjala

Excellent

Great information. No fluff

Paul Matthews

Please add skills acquired in the list before you download your certificate

Raissa Puwo Anyere

Concepts became clearer

This course is a star review Asset Classes and Financial Markets.

Ali Al Mahrooqi

Financial market class

It's was a great opportunity to learn new things... the course is straight forward and all information are very helpful. Thanks

Adil Al Mashari

Reviews seem to be required

I currently have more than 15 classes that are still open even though I have finished the test and received my certificate. The only thing I haven't done is write a review...

B Carter Looney

Great place to learn

Self paced course that has an easy to use interface and well laid out to learn.

Kevin Lisboa

Good to get overall info. The test your knowledge sections didn't work.

Kamran Seyidov

Financial Markets 101

The course was highly informative, providing a wealth of valuable knowledge on the subject matter. It covered key concepts in depth, making complex ideas more understandable and accessible. Additionally, the course was engaging and interesting, capturing attention through well-structured content, interactive discussions, and real-world examples that made the learning experience enjoyable and relevant.

Mary-Mhel Erillo

1

Thank you. It is great lesson!

Andualem Ufo

very much informative and understandable approach extremely recommended

Asif Khan

Excellent course filled to the brim with practical activities

I love the quality of the videos, powerpoints, exercises and file attachments. From just doing the first ever course: principles of financial management, I think I got my return on investment for the subscription fees. Good stuff, highly recommended.

Abdulaziz Alkhalid

really really useful

i have always wanted to know this information in a very simple way not to get overwhelmed, the way it was explained was soooo simple

Rania Al Khusaibi

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.