MIFID II Financial Advisory Recertification Course. Investment management

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MIFID II Financial Advisory Recertification Course. Investment 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.
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$117.00
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Duration

30 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 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.

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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).

MIFID II Financial Advisory Recertification Course. Investment management

Información adicional del OFFICIAL CERTIFICATIONS

MIFID II Financial Advisory Recertification Course. Investment management

6 months de tutorización

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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, skills and abilities 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 MIFID Recertification Course. Investment Management has 30 teaching hours referring to the nature of recertification based on the content related to investment management. 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.

Job opportunities

With the MIFID II Recertification Course. Investment management you will recertify your skills and knowledge within the field of financial advisory, specifically oriented to investment management. Setting up job opportunities related to portfolio management and investments in private banking positions such as consulting or analysis within the financial market.

What does it prepare you for?

The MIFID Recertification Course. Investment Management will offer you specialized training in investment management with which you can stay updated and recertify your knowledge obtained after passing the MIFID certification. This course prepares you for the new challenges of the financial market, financial markets, investment products and new alternative investments.

Who is it addressed to?

The MIFID Recertification Course. Investment Management is aimed at students already certified in MIFID, required to annually comply with the 30 hours of minimum classroom training required by the National Securities Market Commission (CNMV) to acquire the main developments in financial advice related to investment management.

Objectives

- Review fixed income and variable income. - Know the latest legislative developments regarding taxation of investment products. - Study volatility as a risk-contrary measure. - Analyze the influence of alternative investments. - Address the fundamentals of taxation of investment products.

MIFID II Financial Advisory Recertification Course. Investment management

$117.00