Upper University Course in Financial Advisor (University degree + 8 ECTS credits)

Institución Educativa
Mode On-line
Duration 200 hours
Credits 8 ECTS
Languages Spanish
¥63,500
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Plan de estudios

Summary

At present, with the existence of a high amount of financial products, consumers have the need for professionals who are able to properly manage their assets through the correct organization of profitability-risgo and the effective application of tax advantages, with which the client can obtain the desired gain. With the financial advisor course, you will achieve a specialization on the current financial products, their assessment, characteristics, applicable taxation and MIFID, with which you can develop your professional course towards any specific branch of the Insurance, Banking or Financial sector in general. You will get advanced knowledge of the subject and a personalized service of the teaching area

Goals

- Develop the necessary valuation tools to know the profitability of an investment project. - Learn the assumable risk in financial investments and debt cost. - Know the taxation applicable to national financial products. - Deepen the investment funds, their characteristics and their different modalities. . - Identify tax procedures and characteristics applicable to pension and insurance plans. - Analyze the most relevant aspects of the financial operation related to the MIFID scope, portfolio management and taxation of IRPF and IS.

Professional exits

The professional exits of this financial advisor course are those of an advisor, consultant, manager, area responsible. It can be said that all positions related to work areas or the financial sector and portfolio management. Develop your professional career, acquire advanced training and broad borders of this sector

To prepare you

With the financial advisor course you can effectively develop the most important aspects of financial products management, such as investment funds, pension plans, insurance and other products, through its valuation, assumable risks and applicable taxation. It will allow you to achieve advanced knowledge of the products offered and effectively develop the necessary capacities to achieve the desired objectives

Who is it addressed

The financial advisor course is addressed to students of Ade, FICO or Law and professionals in the finance sector, who wish to achieve specialization on financial products, or wish to strengthen knowledge about the applicable assessment and taxation, which allows them to improve their capacities in the correct management of any product

Official character

This training is not included in the scope of official regulated training (Infant Education, Primary Education, Secondary Education, Official Professional Training FP, Baccalaureate, University Degree, Official University Master and PhD). It is therefore a complementary and/or specialization training, aimed at acquiring certain skills, skills or aptitudes of a professional nature, being able to be barely as merit in workbags and/or opposition competitions, always within the complementary training section and/or continuous training being always essential to review the specific requirements of the public labor stock of the public labor stock market.

Methodology

Our methodology combines technology, pedagogy and empathy for a tailored learning.

You mark the rhythm, you decide the way and an artificial intelligence accompanies you to learn better, with meaning and purpose.

Realized personalized learning

Your style, interest and level define the route. You are the starting point.

Constructivism in action

Explore, experience and apply. Learning means understanding, not memorizing.

He who accompanies you, not who directs you

Phia, our artificial intelligence assistant guides you without limiting your autonomy.

Evaluation without pressure

Continuous and adaptive feedback. Because learning is a process, not a figure.

Certificación

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University Higher University Course degree in Financial Advisor with 200 hours and 8 ECTS credits from the Catholic University of Murcia

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Scholarships

EDUCAHUB Scholarships

Make your most accessible training: Finish 0% interest and get personalized scholarships.

In Eduahub we believe that education must be available to everyone. Therefore, we offer a scholarship plan that facilitates your access to practical, current and quality training, eliminating economic barriers.

-25%

Alumni Scholarship: For former students of Eduahub.

-20%

Unemployment scholarship: if you prove to be unemployed.

-20%

Numerous family scholarship: for families with 3 or more children.

-20%

Disability scholarship: For people with disabilities ≥33%.

-15%

Emprende Scholarship: For self -employed that accredit your activity.

-15%

Scholarship recommends: If you come recommended by an alumnus.

-15%

Group scholarship: For joint inscriptions of 3 or more people.

An entire educational universe, on a single platform.

An intuitive environment that guides you to form autonomously and with purpose.

Know more

Learn at your pace

Courses, masters and official degrees. 100% online, flexible and at your pace.

Access from anywhere

Available 24/7 on mobile, tablet or PC. You decide when and how to train.

Phia, your mentor ia

It challenges you, motivates you and customizes your path. Learn with a guide that evolves with you.

LX One Plus: Without limit formation

Unlock soft skills, languages and more. Advances towards integral and continuous formation.