Train to be an international financial adviser

Training

In Birkirkara (Malta)

Free

Description

  • Type

    Training

  • Level

    Beginner

  • Location

    Birkirkara (Malta)

  • Class hours

    56h

  • Duration

    7 Days

This course is an introductory course to assess whether students have the requirements to build a successful career as an international financial adviser with deVere Group. Once this initial course is complete, students will then move onto completing the CISI qualification. The course has no fee and we provide accommodation and your flights to Malta should you successfully join the course. Due to our continual global growth, we look to find and train the very best people to work in our 70 global offices in places such as New York, Dubai, Tokyo and more. This course is a stepping stone to building a successful career as an international financial adviser with the worlds leading independent financial consultancy, deVere Group.

Facilities

Location

Start date

Birkirkara (Malta)
Centre Point, 1st Floor,, Dun Karm Street, Birkirkara By Pass, Birkirkara Bkr9037, Malta, BKR9037

Start date

On request

About this course

At least 3 years sales experience is required to successfully complete this course. An interest in finance will also be beneficial.

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Reviews

Subjects

  • Sales
  • Financial Training
  • Planning
  • Wealth Management
  • Investment Management

Teachers and trainers (1)

Andy  Chalklin

Andy Chalklin

Head of training

Course programme

The course will cover a mixture of skills necessary to build a successful career in international financial advice. You will learn about the exclusive financial products deVere offers its clients from leading banks and institutions such as JP Morgan, Morgan Stanley and Goldman Sachs. You will also learn about the deVere Fund platform and how clients can use it to make their own investment decisions with our guidance.

You will learn basic financial planning techniques to get an idea of what a successful financial plan looks like. Basic sales training will be given too, to help you build a solid client base that will be mutually beneficial for you and your clients. Presentation skills are an important part of our industry. It is important that you can clearly explain all the options available to your clients when charting an effective financial plan.

Once this course is complete, you will then go on to sit for your CISI qualification prior to becoming a fully qualified financial adviser with deVere Group.

We offer not only a course, but an exciting opportunity to become a fully qualified financial adviser, building a successful career with deVere Group.

Additional information

Once you have completed this initial course, you will be able to fly to one of our global academy offices to sit for your CISI qualification, to turn you into a fully qualified financial adviser.

Train to be an international financial adviser

Free