Banking Products Sales Agent Course

Online COURSE 100% On-line

Banking Products Sales Agent Course

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$423.00
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Duration

200 hours

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Credits

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Language

Spanish

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Agenda

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Credit your success

At the end of the course, you will obtain the accredited qualification

This is not just about learning, but also about accrediting your knowledge with the most important institutions in the sector:

Certified by

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DEGREE issued by EUROINNOVA INTERNATIONAL ONLINE EDUCATION, member of the AEEN (Spanish Association of Business Schools) and recognized for academic excellence in online education by QS World University Rankings

+20 years

boosting learning

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millions of students around the world

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Scholarships and funding

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

Scholarships of up to 25%

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specialized courses in EducaHub

Cloister

Learn from the best in your sector

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javier martin ocete

Graduated in Finance and Accounting from the University of Granada and Higher Technician in Administration and Finance. He combines his professional activity in the accounting and tax field with a consolidated teaching career in non-regulated training, both online and in-person. Specialized in taxation, especially personal income tax, and has accreditation from the Bank of Spain as a real estate credit advisor (LCCI). He currently carries out his teaching work at EDUCA EDTECH in the business area, tutoring master's degrees and training actions in taxation, accounting and finance, in addition to developing academic resources and specialized content.

Teaching experience:

Teacher in non-regulated training, online and in-person modality (More than 6 years): Delivery of training actions in taxation, accounting and finance; Preparation of academic resources: masterclass, video lessons and teaching materials; Tutoring of master's degrees and online programs in the business area — EDUCA EDTECH. Teacher — Training specialty ADGD02 Tax Management (240 hours): General Tax Law; Corporate tax; Value Added Tax; Personal Income Tax. Training content writer: Development of theoretical-practical content and teaching resources in accordance with training guide.

Professional experience:

Head of accounting and tax department: Accounting management of self-employed workers and SMEs; Preparation and presentation of taxes; Formulation of annual accounts; Compliance with accounting, tax and registration obligations. Accounting and financial analyst — Rating company: Supervision and validation of parameters of econometric models; Analysis of quantitative and qualitative information from official sources. Personal income tax expert — National advice: Specialized advice during income tax campaigns.

Professional skills:

Taxation, with specialization in Personal Income Tax; Financial accounting for the self-employed and SMEs; Financial analysis and validation of econometric models; Real estate credit advice (LCCI); Preparation of training content on tax and accounting matters.

Merits:

Accreditation from the Bank of Spain as a real estate credit advisor (LCCI).

Graduated in Finance and Accounting from the University of Granada and Higher Technician in Administration and Finance. He combines his professional activity in the accounting and tax field with a consolidated teaching career in non-regulated training, both online and in-person. Specialized in taxation, especially personal income tax, and has accreditation from the Bank of Spain as a real estate credit advisor (LCCI). He currently carries out his teaching work at EDUCA EDTECH in the business area, tutoring master's degrees and training actions in taxation, accounting and finance, in addition to developing academic resources and specialized content.

Teaching experience:

Teacher in non-regulated training, online and in-person modality (More than 6 years): Delivery of training actions in taxation, accounting and finance; Preparation of academic resources: masterclass, video lessons and teaching materials; Tutoring of master's degrees and online programs in the business area — EDUCA EDTECH. Teacher — Training specialty ADGD02 Tax Management (240 hours): General Tax Law; Corporate tax; Value Added Tax; Personal Income Tax. Training content writer: Development of theoretical-practical content and teaching resources in accordance with training guide.

Professional experience:

Head of accounting and tax department: Accounting management of self-employed workers and SMEs; Preparation and presentation of taxes; Formulation of annual accounts; Compliance with accounting, tax and registration obligations. Accounting and financial analyst — Rating company: Supervision and validation of parameters of econometric models; Analysis of quantitative and qualitative information from official sources. Personal income tax expert — National advice: Specialized advice during income tax campaigns.

Professional skills:

Taxation, with specialization in Personal Income Tax; Financial accounting for the self-employed and SMEs; Financial analysis and validation of econometric models; Real estate credit advice (LCCI); Preparation of training content on tax and accounting matters.

Merits:

Accreditation from the Bank of Spain as a real estate credit advisor (LCCI).

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Course information

We create things that work better and last longer. Our products solve real problems with clean design and honest materials.

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Course information

Description

Banking Product Sales Agents are people (sometimes also companies) who act on behalf of entities, who use them to reach clients who live in places where they do not have offices, etc. Agents have a contract with a credit institution (only one) that allows them to negotiate operations or formalize them as if they were the entity itself, although they can carry out another activity or profession. Agents may not act through subagents. In any relationship they establish as agents, they must identify themselves as agents and indicate which credit institution or payment institution they are representing. Spanish credit institutions, branches in Spain of foreign credit institutions and payment institutions must communicate information about their agents to the Bank of Spain and it will register them in a register of agents, which is public. This course offers you the necessary training to act as a Banking Products Sales Agent.

Job opportunities

Banking Products Sales Agent

What does it prepare you for?

The following course offers you the necessary training to know the functions of the Banking Products Sales Agent, gaining a deeper understanding of the sales management of passive and active financial products and services.

Who is it addressed to?

The following course offers you the necessary training to know the functions of the Banking Products Sales Agent, gaining a deeper understanding of the sales management of passive and active financial products and services.

Objectives

- Know the functions of the Banking Products Sales Agent. - Learn about administrative and sales management for the advice of passive financial products and services. - Delve into concepts related to the management and analysis of equity and provisional investment products and other banking services. - Know and be able to put into practice administrative management and sales for asset product advice. - Analyze and interpret accounting financial statements.

Banking Products Sales Agent Course

$423.00

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