Financial advisor course

Scuola Euro Formation
5.0
1 review
  • Good
    |

Course

Online

£ 239.60 VAT inc.

*Indicative price

Original amount in EUR:

280 €

Description

  • Type

    Course

  • Methodology

    Online

  • 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) .

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

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Reviews

5.0
  • Good
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100%
4.9
excellent

Course rating

Recommended

Centre rating

Zerihun Arerso

5.0
01/08/2023
About the course: Good
Would you recommend this course?: Yes
*All reviews collected by Emagister & iAgora have been verified

Subjects

  • Financial Training
    1

    1 students say they acquired this skill

  • Financial
    1

    1 students say they acquired this skill

  • Finance
    1

    1 students say they acquired this skill

  • Investment
    1

    1 students say they acquired this skill

  • Financial Management
    1

    1 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 market

Financial advisor course

£ 239.60 VAT inc.

*Indicative price

Original amount in EUR:

280 €