Course in Financial Advisor + 8 ECTS credits

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Course in Financial Advisor + 8 ECTS credits

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$429.00
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Duration

200 hours

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Credits

8 ECTS

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Language

Spanish

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

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University Degree in Financial Advisor Course with 200 hours and 8 ECTS Issued by the Antonio de Nebrija University

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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).

Course in Financial Advisor + 8 ECTS credits

Información adicional del UNIVERSITY COURSE

Course in Financial Advisor + 8 ECTS credits

6 months de tutorización

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Course information

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Course information

Description

Currently, with the existence of a large number of financial products, consumers need professionals who are capable of properly managing their assets through the correct organization of risk-return and the effective application of tax advantages, with which the client can obtain the desired profit. With the Financial Advisor Course, you will achieve specialization on the currently existing financial products, their valuation, characteristics, applicable taxation and MIFID, with which you will be able to develop your professional path towards any specific branch of the insurance, banking or financial sector in general. You will obtain advanced knowledge of the subject and personalized service from the teaching area

Job opportunities

The professional opportunities of this Financial Advisor Course are advisor, consultant, manager, area manager. It can be said that all positions related to work areas or the financial sector and portfolio management. Develop your professional career, acquire advanced training and expand the boundaries of this sector

What does it prepare you for?

With the Financial Advisor Course you will be able to effectively develop the most important aspects of the management of financial products, such as investment funds, pension plans, insurance and other products, through their valuation, acceptable risks and applicable taxation. It will allow you to achieve advanced knowledge of the products offered and effectively develop the skills necessary to achieve the desired objectives.

Who is it addressed to?

The Financial Advisor Course is aimed at students of ADE, FICO or law and professionals in the finance sector, who wish to achieve specialization in financial products, or wish to reinforce their knowledge of valuation and applicable taxation, which allows them to improve their capabilities in the correct management of any product.

Objectives

- Develop the necessary valuation tools to know the profitability of an investment project. - Learn the acceptable risk in financial investments and the cost of debt. - Know the taxation applicable to national financial products. - Go deeper into investment funds, their characteristics and their different modalities. . - Identify the tax procedures and characteristics applicable to pension and insurance plans. - Analyze the most relevant aspects of financial operations related to the MIFID area, portfolio management and personal income tax and IS taxation.

Course in Financial Advisor + 8 ECTS credits

$429.00