MF0989-3 Course and Administrative Management of Financial Products and Services

Within the world of administration and management, it is necessary to know the different fields of commercialization and administration of financial products and services, within the professional area of finance and insurance. Thus, this course is intended to provide the necessary knowledge to carry out the advice and administrative management of financial products and services, specifically those classified in administrative management for the advice of asset products.

- Analyze the structure and characteristics of the sector of financial institutions to respond effectively to the evolution of functions linked to financial operations. - Perform the necessary financial calculations for advice on the different liabilities, and financial services offered. - Analyze the different patrimonial investment alternatives, bank services and insurance typology, identifying their characteristics and specifications. - Perform the necessary financial calculations for advice on the different asset products. - Analyze the viability of the different financing operations handling the necessary information. - Interpret the content and structure of the situation balance and the results account of an organization in order to determine its financial situation. - Apply relationship management techniques with clients of financial entities through specific computer tools. - Apply appropriate techniques to the advice and contracting of financial products and services through the different marketing channels. - Analyze the characteristics and uses of alternative access channels to financial entities.

This professional develops their activity on behalf of others, in any company or entity of the private or public sector, mainly in offices, offices or departments of general administration or services, in positions such as operators, receptionists, teleoperators, ordinances.

This training adjusts to the training itinerary of the MF0989_3 Administrative Advice and Management of Financial Products and Services Certifying having exceeded the different competence units included in it, and is aimed at the accreditation of the professional competences acquired through the work experience and of the non -formal training, via which it will opt for obtaining the corresponding certificate of professionalism, through the respective calls that they publish the different autonomous communities, as well as the Ministry of Labor itself (Royal Decree 659/2023, of July 18, which develops the management of the professional training system and establishes a permanent procedure for the accreditation of professional competences acquired by work experience or non -formal training).

This course is aimed at the professionals of the world of administration and management, specifically in commercialization and administration of financial products and services, within the professional area of finance and insurance, and to all those interested in acquiring knowledge related to the advice and administrative management of financial products and services.

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.