Savings products

Because every client is unique, review the classics!

Debt securities, guaranteed investments, equity securities, or investment funds? Brush up on your knowledge of the nature, advantages, disadvantages, and level of risk associated with each of these products in order to achieve optimal asset allocation in line with your clients' profiles.

This training activity is specifically for representatives...

• Of Mutual fund dealer
• In Insurance of persons

Features of this online training activity

• Documentation and quiz with feedback
• Multiple choice questionnaire (passing grade: 60%)
• Prerequisite: none

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• ProAdvice (52602-52608) - Mandatory course 2019-2023
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