MIFID Financial Advice Recertification Course

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MIFID Financial Advice Recertification Course

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.
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$115.00
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Duration

30 horas

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Credits

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Language

Español

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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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Titulación Expedida y Avalada por el Instituto Europeo de Estudios Empresariales. Enseñanza No Oficial y No Conducente a la Obtención de un Título con Carácter Oficial o Certificado de Profesionalidad.

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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).

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Course information

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Course information

Description

The objective of this training is to comply with the requirements demanded by the National Securities Market Commission (CNMV) in Technical Guide 4/2017 for the evaluation of the knowledge and skills of the personnel who inform and advise. Specifically, it is established that continuous training for advisory personnel must be a minimum of 30 teaching hours per year. The Course on Recertification in Financial Advice (MIFID) has 30 teaching hours referring to the nature of recertification based on the content related to profitability and credit risk. Once they have been passed, an academic certificate will be issued stating the subjects taken and the hours of training that enable the professional to keep their knowledge related to the recertification of the MIFID certificate up to date. Become a true professional with recertification and comply with current regulations.

Job opportunities

Con el Curso en Recertificación en Asesoramiento Financiero (MIFID II) recertificarás tus conocimientos dentro del campo de la asesoría financiera. Se configuran salidas laborales relativas a la asesoría de carteras de inversión. Podrás acceder a puestos en banca privada como la gestión de fondos de inversión, el asesoramiento bancario y financiero.

What does it prepare you for?

Con el Curso en Recertificación en Asesoramiento Financiero (MIFID) obtendrás una formación especializada en materia de inversión con la que podrás mantenerte actualizado y recertificar tu conocimiento obtenido tras superar la certificación MIFID en materia de asesoramiento financiero sobre los mercados financieros, productos de inversión, fiscalidad aplicable y nuevas inversiones alternativas.

Who is it addressed to?

El Curso en Recertificación en Asesoramiento Financiero (MIFID) está dirigido al alumnado ya certificado en MIFID a quien se le exige cumplir anualmente con las 30 horas de formación lectivas mínimas exigidas por la Comisión Nacional del Mercado de Valores (CNMV) para adquirir las principales novedades en materia de asesoramiento financiero.

Objectives

- Repasar los conocimientos en materia de asesoramiento financiero. - Conocer las novedades legislativas en materia de fiscalidad de los productos de inversión. - Estudiar los productos complejos. - Analizar los Productos Financieros y Principios de Inversión. - Abordar los principios fundamentales para la gestión de carteras y patrimonios. - Actualizar los conocimientos exigidos por la Comisión Nacional del Mercado de Valores (CNMV) en la Guía Técnica 4/2017.

MIFID Financial Advice Recertification Course

$115.00

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