Asset Classes and Financial Market Fundamentals

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.

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.