• views: 108
• date: 7 April 2026
• posted by: 0nelove

Explore the essentials of asset classes and financial markets: what they are, the audiences they serve, and why a healthy market is so important for the global economy.
Course details
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, get an overview of financial markets—what they are, who they serve, and why a healthy one is so important for the global economy—along with the three primary asset classes: cash and cash equivalents, fixed income securities, and equity. This course is designed for anyone looking for a primer on the foundational concepts required to navigate topics in financial planning and wealth management.This course was created by the Corporate Finance Institute (CFI). We are pleased to host this training in our library.



   
   
   

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