Course in Financial Advice (MIFID II Certification Preparation)

OFFICIAL CERTIFICATIONS 100% On-line

Course in Financial Advice (MIFID II Certification Preparation)

Logo Certificado
$466.00
icon-image--AREVoejRiYWZXWTgwd__icon_46yRHH

Duration

200 hours

icon-image--AOXlJL0RwdnFkNFJoQ__icon_AmYHyN

Credits

icon-image--AZWNoU3NORUJFT05Jb__icon_Eb3yRN

Language

Spanish

icon-image--AblBFR1k5MGJ3WmE1R__icon_7eMC3c

No limit

AI Assistant

Agenda

Generating PDF url

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

Logo Certificado

Double Degree: - Own Degree Course in Financial Advice (MIFID II Certification Preparation) issued by the European Institute of Business Studies (INESEM). Non-Official Teaching and Not Leading to Obtaining an Official Title or Certificate of Professionalism. - Certification that accredits passing the official exam and obtaining competencies in financial advice in accordance with the modification of Directive 2014/65/EU established by the CNMV as stated in the resolution with file number 2020096289.

+20 years

boosting learning

image-block-40399550709973

+2M

millions of students around the world

image-block-40615384809685
icon-image--AYmlhdVNnTmZCR21NY__icon_9etegE

IA First University

Phia, your AI tutor available 24/7

Summaries, podcasts and flashcards generated for you

Adaptive quizzes that measure your progress

Learn at your pace, from any device

image-block-40399587410133

Scholarships and funding

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

Scholarships of up to 25%

+500

specialized courses in EducaHub

Cloister

Learn from the best in your sector

image-block-AOHJCMWxmQkZMbHQyc__image_with_default_9kF3NL

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).

More details

Course information

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

More details

Course information

Description

Currently, the current regulations established in the MIFID II Directive as of January 2018, require accreditation of knowledge for any profession linked to financial or banking services. With the Financial Advice Course (MIFID II) you will obtain the necessary accreditation that justifies your knowledge about the markets and their financial products, allowing you to obtain the necessary skills for financial advice and provide a professional service in your financial institution. With INESEM, you will obtain advanced knowledge and the necessary certification with which to justify your knowledge in the field of MIFID II advice and develop your professional work.

Job opportunities

With passing the MIFID II Financial Advice Course accredited by the National Securities Market Commission, you will be able to work as: - Private Banking Salesperson. - Independent Financial Advisor. - Expert in financial analysis and securities. - Investment fund management. - Banking advisor. - Treasury advisor and manager. - Private insurance mediator.

What does it prepare you for?

This Course offers students a practical vision of the knowledge inherent to the financial sector after the MIFID II adaptation, specifically, what relates to the competencies and skills required to perform functions in financial advice on investment products. This course is included in the CNMV's list of accredited degrees in MIFID II Financial Advice.

Who is it addressed to?

This Course in Financial Advice (MIFID II) meets the requirements established in the MIFID II Directive and, specifically, is recognized by the National Securities Market Commission, being the well-deserved training program the ideal means to comply with standards that guarantee good financial advice to the client.

Objectives

- Value financial assets and investment products. - Know the legal obligations inherent to MIFIDII Financial Advice. - Master the techniques for calculating costs and total expenses that the investor may incur. - Obtain the necessary skills and abilities required for financial advice on investment products. - Apply securities market regulations and, specifically, market abuse and money laundering and terrorist financing.

Course in Financial Advice (MIFID II Certification Preparation)

$466.00

¿No era lo que buscabas?

Explora otras áreas de aprendizaje

Inteligencia Artificial & Data Ciberseguridad Cloud Computing Marketing Digital Ciencias de la Salud Dirección & Liderazgo Salud Mental & Bienestar Docencia & Educación