Financial Advisor Expert Course

Educational Institution
Mode On-line
Duration 750 hours
Languages Spanish
C$26,063.00
Pago en cuotas sin intereses Acceso para siempre para consultar tu curso

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Curriculum

Summary

Thanks to this expert course in Financial Advisor, so necessary in the current situation, you will know key aspects of financial advice, from the analysis of companies and understanding of the rational and profitability balance sheets, to the management of investment analysis, will allow you to acquire deep knowledge and practical skills in the financial field. You will be able to apply economic analysis techniques in investment projects and help your customers make informed and successful decisions regarding their investments and financing, knowing the fundamental products and services of assets and liabilities, as well as their taxation. In addition, you can manage and optimize your own finance effectively.

Goals

- Understand the investment project and its elements. - Calculate the operational needs of funds. - Define asset banking operations such as loans, credits, bank guarantee, factoring, confirmg, etc. - Inform about the composition of the main patrimonial masses and their effect on the financing of the company. - Know how to apply the concept of so many equivalent in simple capitalization and compound capitalization. - Learn to determine the yield of investment in fixed income and know how they tax. - Know financial derivatives and other alternative savings and investment instruments.

Professional opportunities

The professional outputs of this expert Financial Advisor course are focused on areas such as Financial Advice on Financial Institutions, Banks, Investment Signatures, Consultants ..., Investment Management, Financial Analysis of a Company or Independent, Banking Management, Financial Planning or Finance Management of your own business.

To prepare you

This expert Financial Advisor course prepares you to have a complete and practical approach about a wide variety of financial products and investment instruments, providing you with the necessary knowledge and tools to offer full and quality financial advice. You will be trained to make founded and strategic investment decisions taking into account specific objectives and needs.

Who is it addressed to?

This expert Financial Advisor course is aimed at people interested in developing a career in the financial field, is designed for those who wish to start their career in this field, and for those who already have experience and wish to improve and expand their knowledge.

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 learning tailored to you.

You set the pace, decide the path and artificial intelligence accompanies you so that you learn better, with meaning and purpose.

Truly personalized learning

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

Constructivism in action

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

AI that accompanies you, not 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 number.

Certification

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Degree issued and endorsed by the European Institute of Business Studies. "Unofficial teaching and not leading to obtaining an official or certificate of professionalism."

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Scholarships

EducaHub Scholarships

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

At EducaHub we believe that education should be available to everyone. For this reason, we offer a Scholarship Plan that facilitates your access to practical, current and quality training, eliminating economic barriers.

-25%

Alumni Scholarship: for former EducaHub students.

-20%

Unemployment Scholarship: if you prove that you are unemployed.

-20%

Large Family Scholarship: for families with 3 or more children.

-20%

Disability Scholarship: for people with disabilities ≥33%.

-15%

Emprende Scholarship: for self-employed workers who can prove their activity.

-15%

Recommended Scholarship: if you come recommended by a former student.

-15%

Group Scholarship: for joint registrations of 3 or more people.

An entire educational universe, on a single platform.

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

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Learn at your pace

Courses, master's degrees and official qualifications. 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 AI mentor

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

LX One Plus: Training without limits

Unlock soft skills, languages ​​and more. Move towards comprehensive and continuous training.