Financial advisor course
Course
Online
*Indicative price
Original amount in EUR:
280 €
Description
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Type
Course
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Methodology
Online
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Start date
Different dates available
The financial advisor is a professional expert in finance and related legal and tax aspects, with particular reference to the subject of investment services and capital management operations of companies, institutions or individuals, known as Asset Management. Financial consultancy is an activity based on the evaluation of the client's needs and on the ability to professionally assist him in the management of the assets as well as in the development of investment strategies consistent with the predetermined objectives, in compliance with the constraints of risk, costs and appropriateness. and / or adequacy (Mifid II). Through a direct and personalized relationship with people and companies, the consultant suggests financial, insurance and banking solutions, independently through independent financial consultants, the SCF Financial advisory company (articles 18 bis and ter, TUF) or in professional collaboration with financial institutions and investment banks, business banks, investment brokerage companies (SIM) or asset management companies (SGR) .
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Centre rating
Zerihun Arerso
Subjects
- Financial Training1
1 students say they acquired this skill
- Financial
11 students say they acquired this skill
- Finance
11 students say they acquired this skill
- Investment
11 students say they acquired this skill
- Financial Management
11 students say they acquired this skill
Course programme
MODULE I: The work of the financial consultant: evaluation of the client's needs and the ability to assist him professionally in the management of the assets MODULE II: History of the profession of financial consultant: mediators enrolled in a register at the Chamber of Commerce and securities brokerage for newborn companies of Mobiliar Intermediation MODULE III: How to Become a Financial Analyst: degree in economics and finance, university master's degree in finance or business management and search for a position as a low-level financial analyst MODULE IV: The analysis and construction of indices in the financial consultant: structure of the company's assets, the company's ability to be solvent in the medium-long term and the company's ability to achieve positive economic results. V MODULE:Technical analysis in the field of finance: comparison between technical analysis and fundamental analysis MODULE VI: Theory of self-supply and hypothesis of the efficient marketFinancial advisor course
£ 239.60 VAT inc.*Indicative price
Original amount in EUR:
280 €
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