SUPERIOR COURSE IN FINANCIAL ADVICE AND PLANNING

Educational Institution
Mode On-line
Duration 200 hours
Languages Spanish
$544.00
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Curriculum

Summary

The current economic environment offers more and more variety of financial products, which allows an investor to more easily diversify its risk and obtain greater profitability, both in the short and short term. The course in financial advice and planning will train you to thoroughly analyze the different investment alternatives offered by current markets to maximize your profitability and that of your customers. You will specialize as a professional financial advisor and meet the expectations of your client portfolio perfectly. With Isem, you will be professionally about the latest trends in financial products and services and you will become an expert from the financial sector at national and international level.

Goals

- Know and analyze the economic-financial needs and expectations of customers. - Offer an optimal financial products portfolio to maximize profitability. - Know the peculiarities of the financial and passive financial services. - Carry out optimal planning of the companies.

Professional opportunities

- Know and analyze the economic-financial needs and expectations of customers. - Offer an optimal financial products portfolio to maximize profitability. - Know the peculiarities of the financial and passive financial services. - Carry out optimal planning of the companies.

To prepare you

The current economic environment offers more and more variety of financial products, which allows an investor to more easily diversify its risk and obtain greater profitability, both in the short and short term. The course in financial advice and planning will train you to thoroughly analyze the different investment alternatives offered by current markets to maximize your profitability and that of your customers. You will specialize as a professional financial advisor and meet the expectations of your client portfolio perfectly. With Isem, you will be professionally about the latest trends in financial products and services and you will become an expert from the financial sector at national and international level.

Who is it addressed to?

The current economic environment offers more and more variety of financial products, which allows an investor to more easily diversify its risk and obtain greater profitability, both in the short and short term. The course in financial advice and planning will train you to thoroughly analyze the different investment alternatives offered by current markets to maximize your profitability and that of your customers. You will specialize as a professional financial advisor and meet the expectations of your client portfolio perfectly. With Isem, you will be professionally about the latest trends in financial products and services and you will become an expert from the financial sector at national and international level.

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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Degree issued and endorsed by the European Institute of Business Studies "Unofficial Teaching and not leading to obtaining an official or certificate of professionalism."

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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.

Learn more

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.