Course UF0526 Commercial Management of Financial Products and Services and Complementary Channels

PROFESSIONAL CERTIFICATES 100% On-line

Course UF0526 Commercial Management of Financial Products and Services and Complementary Channels

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$206.00
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Duration

50 hours

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Credits

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Language

Spanish

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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:

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QUALIFICATION of having passed the NON-FORMAL TRAINING that accredits the Units of Competence included in the Training Unit UF0526 Commercial Management of Financial Products and Services and the Complementary Channels included in the Training Module MF0989_3 Advice and Administrative Management of Financial Products and Services regulated in Royal Decree 645/2011, of May 9, which establishes the corresponding Certificate of Professionalism ADGN0208 Marketing and Administration of Financial Products and Services. In accordance with the Instruction of March 22, 2022, which determines the admission criteria for the training provided by persons requesting participation in the evaluation and accreditation procedure of professional skills acquired through work experience or non-formal training routes. EUROINNOVA TRAINING S.L. It is a participating entity in the file of entities of the Sepe, Ministry of Labor and Social Economy.

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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 UF0526 Commercial Management of Financial Products and Services and Complementary Channels

Información adicional del PROFESSIONAL CERTIFICATES

Course UF0526 Commercial Management of Financial Products and Services and Complementary Channels

6 months de tutorización

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Course information

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Course information

Description

In the world of administration and management, it is necessary to know the different fields of marketing and administration of financial products and services, within the professional area of finance and insurance. Thus, this course aims to provide the necessary knowledge for the commercial management of financial products and services and complementary channels.

Job opportunities

He develops his professional activity as an employee in private, public, or semi-public entities in the financial sector, exercising his powers under the supervision of the hierarchical superior in Credit Institutions, Reciprocal Guarantee Companies, Investment Services Companies, or others of a similar nature, as well as in the Bank of Spain, official credit entities, savings banks and credit cooperatives.

What does it prepare you for?

This training is in accordance with the training itinerary of the Training Unit UF0526 Commercial management of financial products and services and complementary channels, certifying having passed the different Competence Units included in it, and is aimed at the accreditation of the professional Competencies acquired through work experience and non-formal training, through which you will be eligible to obtain the corresponding Certificate of Professionalism, through the respective calls published by the different Autonomous Communities, as well as such as the Ministry of Labor itself (Royal Decree 659/2023, of July 18, which develops the organization of the Vocational Training System and establishes a permanent procedure for the accreditation of professional skills acquired through work experience or non-formal training).

Who is it addressed to?

This course is aimed at professionals in the world of administration and management, specifically in marketing and administration of financial products and services, within the professional area of ​​finance and insurance, and at all those people interested in acquiring knowledge related to the commercial management of financial products and services and complementary channels.

Objectives

- Apply relationship management techniques with clients of financial institutions through specific computer tools. - Apply appropriate techniques to advice and contracting financial products and services through different marketing channels. - Analyze the characteristics and uses of alternative access channels to financial entities.

Course UF0526 Commercial Management of Financial Products and Services and Complementary Channels

$206.00