Know Your Product: Obligations, Products, and Strategies

Here’s a know your product (KYP) breakthrough course that delivers a useful profile of investments on which to start and complete the recommendation process.

• Benefit from an “at a glance” overview of the characteristics of many investments from the common, like GICs, to the more esoteric, like cryptocurrency to make an initial determination of product suitability;
• Learn the more in-depth details of investments by the application of six challenge questions across all investments covered— from life insurance products, through investment funds, gold, REITs, and many others;
• Review some common investing strategies with their strengths and weaknesses — in a format that encourages consistency of information.

If developing and delivering sound recommendations is your priority, start here.