Course in Recertification in Financial Advice (MIFID II) Course in Recertification in Financial Advice (MIFID II)

Online Training

Course in Recertification in Financial Advice (MIFID II)

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30 hours

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Spanish

The objective of this training is to comply with the requirements demanded by the National Securities Market Commission (CNMV) in Technical Guide 4/2017 for the evaluation of the knowledge and skills of the personnel who inform and advise. Specifically, it is established that continuous training for advisory personnel must be a minimum of 30 teaching hours per year. The Course on Recertification in Financial Advice (MIFID) has 30 teaching hours referring to the nature of recertification based on the content related to profitability and credit risk. Once they have been passed, an academic certificate will be issued stating the subjects taken and the hours of training that enable the professional to keep their knowledge related to the recertification of the MIFID certificate up to date.

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Details to take into account

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Multilingual support

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Digital certificate included

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Assistant Phia

Objectives

- Review knowledge regarding financial advice. - Know the latest legislative developments regarding taxation of investment products. - Study complex products. - Analyze Financial Products and Investment Principles. - Address the fundamental principles for managing portfolios and assets.

Content

Career opportunities

With the Recertification Course in Financial Advice (MIFID) you will recertify your knowledge within the field of financial advice. Job opportunities related to investment portfolio advice are configured. You will be able to access positions in private banking such as investment fund management, banking and financial advice.

What it prepares you for

With the Recertification Course in Financial Advice (MIFID) you will obtain specialized training in investment matters with which you will be able to stay updated and recertify your knowledge obtained after passing the MIFID certification in terms of financial advice on financial markets, investment products, applicable taxation and new alternative investments.

Addressed to

The Recertification Course in Financial Advice (MIFID) is aimed at students already certified in MIFID who are required to comply annually with the 30 hours of minimum classroom training required by the National Securities Market Commission (CNMV) to acquire the main developments in financial advice.

Methodology

Our training is 100% online, which allows students to self-regulate their study and adapt it to their own needs. We are committed to personalized and autonomous teaching, with an approach based on critical thinking and constructivism.

We have a highly specialized teaching team that will accompany you throughout the entire teaching-learning process. This will allow you to personalize your training even more, since we adapt to your pace and needs.

You will have access to our learning platform, MyLXP, from any device and at any time of the day, allowing you to decide how and when to study. All of this is possible thanks to our Educa LXP (Learning Experience Platform) methodology, an environment designed to boost your educational progress, encourage innovation and offer a personalized learning experience adapted to each need.

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