Financial Counseling Certification Course (Preparation Course + Official Mifid Examination)

Educational Institution
Mode On-line
Duration 200 hours
Languages Spanish
L 14,288.00
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Curriculum

Summary

Prepare to stand out in the exciting world of finance with our exclusive MiFID pack - Financial Advice! In a competitive and constantly evolving labor market, it is vital to have the right skills and knowledge to excel. This training pack gives you the opportunity to enter the complex universe of investment and financial products with a practical and updated approach. The demand for qualified professionals in financial advice is constantly growing, and with this course, you can acquire the necessary competences to highlight in a booming sector. Through quality online training, you will have access to a complete program that covers from the financial and economic foundations to the management of portfolios and the taxation of investment products. Our goal is to become an expert in financial advice, capable of offering personalized and strategic solutions to your clients. You will know in depth the financial markets, the different investment products and the normative obligations that govern the sector. In addition, you will learn to evaluate the risk, manage assets and plan efficient fiscal strategies. Do not miss the opportunity to promote your professional career with a recognized certificate in the financial field. Form with us and become a reference in financial advice! The future in finance is in your hands! Sign up in our MIFID pack - Financial Advice and make your career take off to success!

Goals

- Dominate the key concepts of investment and its temporal value, profitability and risks. - Understand the structure of the financial system and its markets, including fixed and variable income. - Analyze in depth the investment products, such as funds, derivatives and fixed income, to make informed decisions. - Know the mandatory regulations in financial operation and regulatory compliance programs. - Develop skills in portfolio management, ASSET ALLOCATION AND PATRIMONIAL PLANNING. - Belshing with the taxation of investment products, including IRPF, IS and ISD.

Professional opportunities

The "MIFID pack - Financial Advice" provides access to multiple specialized job exits. You can perform as a financial analyst, portfolio manager, specialist in derived products or tax advisor in investments. Training in financial foundations, financial markets and investment products prepares you to highlight in a demanding and dynamic labor market. Become an expert in financial advice and open the doors to a promising race!

To prepare you

The "MIFID - Financial Advice" formative pack prepares you to understand the financial and economic foundations of investment, dominate financial products, comply with regulations, manage portfolios and understand the taxation of investments. After the course, you can analyze investment products, advise on patrimonial management and comply with financial regulations. Prepare to face the challenges of the sector!

Who is it addressed to?

This training "MIFID - Financial Advice" is designed for professionals in the financial sector who seek to be certified in Mifid II. With a practical approach, it covers from financial foundations to investment taxation, preparing for the certification exam. Ideal for those who want to specialize in investment products, portfolio management and regulatory compliance. Power your career with this complete pack!

Official Character

This training is not included in the scope of official regulated training (Infant Education, Primary Education, Secondary Education, Official Professional Training FP, Baccalaureate, University Degree, Official University Master and PhD). It is therefore a complementary and/or specialization training, aimed at acquiring certain skills, skills or aptitudes of a professional nature, being able to be barely as merit in workbags and/or opposition competitions, always within the complementary training section and/or continuous training being always essential to review the specific requirements of the public labor stock of the public labor stock market.

Methodology

Our methodology combines technology, pedagogy and empathy for learning tailored to you.

You set the pace, decide the path and artificial intelligence accompanies you so that you learn better, with meaning and purpose.

Truly personalized learning

Your style, interests and level define the route. You are the starting point.

Constructivism in action

Explore, experiment and apply. Learning means understanding, not memorizing.

AI that accompanies you, not directs you

PHIA, our artificial intelligence assistant guides you without limiting your autonomy.

Evaluation without pressure

Continuous and adaptive feedback. Because learning is a process, not a number.

Certification

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Double degree: • Own degree course in financial advice issued by the European Institute of Business Studies (INESEM). "Unofficial teaching and not leading to obtaining an official or certificate of professionalism." • Certification that accredits the overcoming of the official examination and obtaining the competences in financial advice according to the modification of the 2014/65/EU Directive established by the CNMV as recorded in the resolution with file number 2020096289.

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Scholarships

EducaHub Scholarships

Make your training more accessible: finance at 0% interest and obtain personalized scholarships.

At EducaHub we believe that education should be available to everyone. For this reason, we offer a Scholarship Plan that facilitates your access to practical, current and quality training, eliminating economic barriers.

-25%

Alumni Scholarship: for former EducaHub students.

-20%

Unemployment Scholarship: if you prove that you are unemployed.

-20%

Large Family Scholarship: for families with 3 or more children.

-20%

Disability Scholarship: for people with disabilities ≥33%.

-15%

Emprende Scholarship: for self-employed workers who can prove their activity.

-15%

Recommended Scholarship: if you come recommended by a former student.

-15%

Group Scholarship: for joint registrations of 3 or more people.

An entire educational universe, on a single platform.

An intuitive environment with AI that guides you to train autonomously and with purpose.

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Learn at your pace

Courses, master's degrees and official qualifications. 100% online, flexible and at your pace.

Access from anywhere

Available 24/7 on mobile, tablet or PC. You decide when and how to train.

Phia, your AI mentor

It challenges you, motivates you and personalizes your path. Learn with a guide that evolves with you.

LX One Plus: Training without limits

Unlock soft skills, languages ​​and more. Move towards comprehensive and continuous training.