Financial promoter course

The financial promoter is the professional (agent or employee) authorized to promote and placement with customers of financial services and investment products offered by the bank, stock brokerage company (SIM) or asset management company (SGR) for which he works. . The financial promoter advises the client, suggests the most suitable financial instruments and assists the saver in choosing investments (equities, bonds, mutual funds, asset management products, life policies), but is bound to propose only the your company's products and services. For this activity he is then remunerated by the bank or by the company, with a variable remuneration based on the contracts concluded. The financial promoter is therefore part of the commercial network of a company: this last point allows to identify a substantial difference between the figures of the financial promoter and the independent financial consultant, who instead operates independently. The main part of the financial advisor's job is to contact and meet current or potential clients to sell financial services and instruments. The financial promoter personally visits clients, companies or individuals, or meets them at the bank or company headquarters. Through an interview, he understands and analyzes the financial needs of clients: he assesses their economic situation, savings and investment needs, expectations and risk appetite.