Online Training
Course MF0989-3 Advice and Administrative Management of Financial Products and Services
200 hours
Spanish
Educational institutions

Request information
Online Training
200 hours
Spanish
Educational institutions

Request information
Multilingual support
Digital certificate included
Assistant Phia
- Analyze the structure and characteristics of the financial entity sector to respond effectively to the evolution of functions linked to financial operations. - Carry out the financial calculations necessary for advice on the different liability products and financial services offered. - Analyze the different alternatives for capital investment and pensions, banking services and types of insurance, identifying their characteristics and specifications. - Carry out the financial calculations necessary for advice on the different asset products. - Analyze the viability of the different financing operations, managing the necessary information. - Interpret the content and structure of the balance sheet and income statement of an organization in order to determine its financial situation. - Apply relationship management techniques with clients of financial institutions through specific computer tools. - Apply appropriate techniques to advice and contracting financial products and services through different marketing channels. - Analyze the characteristics and uses of alternative access channels to financial entities.
This professional carries out his activity as an employee, in any company or entity in the private or public sector, mainly in offices, offices or departments of administration or general services, in positions such as operators, receptionists, teleoperators, orderlies.
This training conforms to the training itinerary of the Training Module MF0989_3 Advice and Administrative Management of Financial Products and Services, certifying that you have passed the different Units of Competence included in it, and is aimed at the accreditation of the Professional Competencies acquired through work experience and non-formal training, through which you will opt to obtain the corresponding Certificate of Professionalism, through the respective calls published by the different Communities. Autonomous, as well as the Ministry of Labor itself (Royal Decree 659/2023, of July 18, which develops the organization of the Vocational Training System and establishes a permanent procedure for the accreditation of professional skills acquired through work experience or non-formal training).