MIFID II Certification Exam (Financial Advice)

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MIFID II Certification Exam (Financial Advice)

Get your MIFID II certification, European regulations that regulate the operation of companies, you will obtain:
  • Qualification to practice the profession, once the official test has been passed.
  • We are a CNMV training and certifying center for the delivery of MIFID II Financial Information and Advice degrees.
  • Access to official exam and exam preparation simulations (theoretical and practical).
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$142.00
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Duration

10 hours

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Credits

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Language

Spanish

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No limit

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Agenda

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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:

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Certification that certifies 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.

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Scholarships and funding

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

Scholarships of up to 25%

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Cloister

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 European MiFID regulations establish the knowledge and skills that a professional must meet to advise on investment products, as well as the minimum training in the matter to practice professionally. For a person to be able to practice as a financial advisor, they must have completed training accredited by the CNMV and the official MIFID II Certification Exam (Financial Advisory). This center holds 4 exams a year, in the months of March, June, September and December. The exam is online, through a videoconference system, and consists of two parts: - Theoretical, it is considered passed with a score of 7 out of 10. - Practical, it is considered passed with a score of 5 out of 10. Candidates who have passed both parts will be eligible. This center is a CNMV trainer and certifier for teaching the MIFID II Financial Information and Advice degrees.

Job opportunities

Obtaining the MiFID II Certification in Financial Advice is the essential requirement to practice professionally in the sector. This exam certifies that the candidate has the technical knowledge and skills necessary to perform key functions with excellence, such as investment fund management, banking advice, treasury management or expert analysis of securities and financial assets. Thanks to this qualification, the professional guarantees the regulatory compliance required to operate in current financial markets.

What does it prepare you for?

This MIFID II Certification Exam (Financial Advice) enables people who pass it to provide advisory services in credit institutions, investment services companies, management companies of collective investment institutions, management companies of closed-end investment entities or that provide investment services, whether on their own or on behalf of others.

Who is it addressed to?

This MIFID II Certification Exam (Financial Advice) is aimed at anyone who has passed a training course approved by the CNMV in accordance with the requirements of Technical Guide 4/2017 and who are interested in accessing the qualification for professional practice.

Objectives

- Evaluate the requirements indicated in the CNMV Technical Guide for advisory personnel. - Acquire professional qualification to practice as a financial advisor. - Allow the financial advisor to demonstrate their knowledge in the field of accounting and finance. - Demonstrate that you have the necessary knowledge to be able to perform the functions required by the MiFID regulations.

MIFID II Certification Exam (Financial Advice)

$142.00

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