Asset Classes and Financial Markets Information

Through this course, you will be able to have a conversation about Financial Markets – what they are, the audiences that they serve – and delineate the three primary asset classes of Cash and Cash Equivalents, Fixed Income, and Equities.

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.

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.

What You’ll Learn In Asset Classes and Financial Markets?

• 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

More courses from the same author: Meeyeon Park

Salepage:Asset Classes and Financial Markets – Corporate Finance Institute – Meeyeon Park