Online Training
Higher Course in Advice on Financial Products and Services
180 hours
Spanish
Educational institutions

Request information
Online Training
180 hours
Spanish
Educational institutions

Request information
Multilingual support
Digital certificate included
Assistant Phia
- Know and analyze the economic-financial needs and expectations of clients. - Offer an optimal portfolio of financial products to maximize profitability. - Know the peculiarities of active and passive financial services. - Identify the risks of operations and detect possible cases of late payment and insolvency.
The Course in Advice on financial products and services is designed so that you can distinguish yourself as a professional financial advisor, offering products and services in accordance with the expectations of your current and potential clients and mastering financial products to perfection. Become the financial manager that every investor is looking for.
The Course in Advice on Financial Products and Services prepares you to practice as a professional financial advisor and consultant. You will obtain a broad and precise vision of the finance sector to work as an external or in-company advisor, being able to offer each client personalized, quality advice to maximize their satisfaction and adapt to their preferences and expectations.