MIFID II Financial Information Recertification Course. Portfolio and Bond Management

OFFICIAL CERTIFICATIONS 100% On-line

MIFID II Financial Information Recertification Course. Portfolio and Bond Management

Accredits the minimum mandatory continuous training to maintain MIFID II certification.
  • We are a CNMV training and certifying center for the delivery of MIFID II Financial Information and Advice degrees.
  • Course adapted to the requirements demanded by the CNMV.
  • Mandatory minimum continuous training.
Logo Certificado
Logo Certificado
$117.00
icon-image--AY1hFVGQ4Sk9WTmZpc__icon_b4cgQx

Enroll now and receive a free subscription

icon-image--AREVoejRiYWZXWTgwd__icon_46yRHH

Duration

20 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
Logo Certificado

Qualification Issued and Endorsed by the European Institute of Business Studies. Non-Official Teaching and Not Leading to Obtaining an Official Title or Certificate of Professionalism.

+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).

MIFID II Financial Information Recertification Course. Portfolio and Bond Management

Información adicional del OFFICIAL CERTIFICATIONS

MIFID II Financial Information Recertification Course. Portfolio and Bond Management

6 months de tutorización

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

Thanks to this MIFID Recertification Course. Portfolio and bond management you will obtain the knowledge and skills necessary to fulfill your obligations regarding information about investment products and services. You will review content related to the management of portfolios, assets and non-straight bonds, with which you will meet the minimum of 20 teaching hours per year, in addition to strengthening your knowledge and skills, complying with the legal requirements established in the Technical Guide 4/2017 issued by the National Securities Market Commission regarding continuous training for people certified in information, thus you will maintain your MIFID certificate OF information personnel, complying with the objectives pursued by said regulations.

Job opportunities

The professional opportunities of this MIFID II Recertification Course. Portfolio and bond management, you will continue to professionally carry out your occupation in the financial market, thanks to the possibility of continuing to be accredited in the MIFID II Directive. Working as an expert in financial information, being more informed regarding portfolio, wealth and bond management.

What does it prepare you for?

With this MIFID Recertification Course. Portfolio and bond management You will be prepared to continue reporting on investment products and services within the financial sector, with a solid command of portfolio, asset and non-straight bond management following adequate regulatory compliance. You will be able to maintain your certification in financial information by receiving the necessary continuous training required by the CNMV.

Who is it addressed to?

This MIFID Recertification Course. Portfolio and bond management is aimed at those professionals who, in possession of the MIFID II Certification in matters of financial information, wish to maintain their certificate, standing out in the field of portfolio, wealth and non-straight bond management.

Objectives

- Develop the asset allocation procedure and the Asser Allocation matrix. - Know the process applicable to risk assessment. - Delve into the portfolio advisory process and the attribution of the result. - Analyze the characteristics of advice and the relationship between the client and the advisor. - Such as profitability, volatility and psychology applicable to investment. - Review convertible, indexed bonds and Floating Rates Notes. - Remember the bonuses, their basic aspects and typologies applicable to their management

MIFID II Financial Information Recertification Course. Portfolio and Bond Management

$117.00