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For more than two decades, Financial Products Consulting & Training (FPCT) has been a trusted leader in the financial services industry, offering customised training programs to keep you and your team informed about the latest trends, regulations, and best practices in financial products. Our experienced consultants are dedicated to sharing their expertise and helping you achieve financial goals and a brighter future. FPCT ensures individuals and organisations stay current with financial trends, regulations, and best practices, offering tailored programs by experienced consultants passionate about sharing their expertise and providing the knowledge needed to gain new skills or stay updated with industry trends.


Financial Products Training is valuable for anyone seeking a deeper understanding of financial products, their uses, and their impact on personal or professional finances. The training can be customised to suit the specific needs and goals of attendees from various backgrounds and expertise levels. Throughout the training, participants will engage in interactive discussions, practical exercises, case studies, and group activities to reinforce their understanding of Financial Products Management. The course aims to equip attendees with the knowledge and skills needed to excel in the field, from product development to risk management and compliance.


Participants will gain a comprehensive understanding of financial products management, preparing them for roles in in managing products of pension and pension planning, fund management, emerging markets, payment solutions, and product development. The training suits professionals from various fields:

  1. Banking: Bank employees seeking a broad understanding of retail banking products and services.

  2. Insurance: Professionals enhancing knowledge of insurance products and client service.

  3. Loan Officers: Individuals involved in consumer and commercial loans.

  4. Financial Advisors: Professionals providing financial advice and planning.

  5. Small Business Owners: Entrepreneurs exploring financial options for their businesses.

  6. Project Managers: Those engaged in project development and financing.

  7. Trade Finance: Professionals in international trade requiring trade finance comprehension.

  8. Consumer Lending: Individuals in personal loans, credit cards, and auto financing.

  9. Compliance: Professionals ensuring regulatory compliance.

  10. Investors: Individuals interested in retail financial products for personal investment.

  11. Students and Researchers: Those studying finance seeking practical knowledge.

  12. Government Officials: Representatives involved in financial regulation.

  13. Legal Professionals: Lawyers dealing with financial and regulatory matters.

  14. Auditors: Professionals auditing financial institutions.

  15. Consultants: Individuals offering financial consulting services.

  16. Accountants: Accounting professionals understanding financial aspects.

  17. Risk Managers: Professionals assessing and managing risks.

  18. Entrepreneurs: Aspiring financial services entrepreneurs.

  19. HR Personnel: HR professionals in financial institutions.

  20. Economic Development: Professionals in economic development and financial literacy.

The course adapts to attendee expertise, promoting participation and practical understanding.


Comprehensive Knowledge: Gain a deep understanding of various retail financial products, including Pension, Insurance, Retail and Commercial Banks, Consumer Lending, Commercial Lending, Trade Finance, and Personal Finance.

  1. Career Advancement: Enhance your career prospects by acquiring specialised knowledge and skills highly valued in the financial industry.

  2. Client Service Improvement: Improve your ability to serve clients by providing expert advice on a wide range of financial products.

  3. Risk Management: Learn how to assess and manage risks associated with retail financial products effectively.

  4. Investment Strategies: Discover how to incorporate retail financial products into investment portfolios and strategies.

  5. Regulatory Compliance: Understand the regulatory framework governing retail financial products, ensuring compliance with industry standards.

  6. Networking Opportunities: Connect with peers and industry experts, expanding your professional network.

  7. Practical Application: Acquire real-world solutions and industry insights that can be immediately applied in your daily work.

  8. Entrepreneurial Insights: If you're an entrepreneur, gain insights into financial services businesses and fintech startups.

  9. Financial Planning: Develop skills for financial planning, investment recommendations, and retirement planning.

  10. Diverse Expertise: Benefit from instructors with diverse expertise in retail financial products.

  11. Personal Finance Management: Improve your personal finance management and investment decision-making.

  12. Regulatory Knowledge: Deepen your understanding of financial regulations and compliance requirements.

  13. Client Confidence: Gain confidence in providing informed financial advice and solutions.

  14. Risk Assessment: Enhance your ability to assess and mitigate risks associated with financial products.

  15. Economic Development: Contribute to economic development and financial literacy efforts through your enhanced knowledge.

  16. Increased Marketability: Become a more marketable professional with specialized skills and knowledge.

  17. Career Flexibility: Open up opportunities for career flexibility in various financial roles.

  18. Enhanced Decision-Making: Make well-informed financial decisions, both personally and professionally.

  19. Professional Growth: Invest in your personal and professional development to stay competitive in the financial industry.

  20. Ultimately, attending this training program equips you with the expertise needed to excel in retail financial products, whether for personal finance management or a career in the financial industry.

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