Introduction to Financial Products

This course is a survey of the spectrum of financial products available in the marketplace. It gives insurance professionals a sound, working knowledge of the financial products people use to accumulate, conserve or distribute their wealth. In addition to discussing the role of investments and risk management, the course covers saving products, life insurance and annuities as well as investing in stock, bonds, pooled investment vehicles, real estate, tangible assets and futures and options. Each of these investments is described and evaluated using objective criteria based on current facts, market conditions and product offerings. If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit. Certain states require that a proctor or monitor supervise the exam taking process.