Financial Advisor Certification
Our financial counseling course has a learning system 100% practical, is taught by a multidisciplinary team and is aimed at all those who want to develop their professional career in the financial sector.
We take a step forward
We propose a learning that integrates technology and innovation as part of the subject of study, always offering the most current knowledge. We think of a learning model 3.0 that prioritizes the ability to "learn to learn", developing the necessary skills to successfully face the financial markets. We integrate traditional models with the most current learning currents thanks to Web 3.0.
Real learning updated programming
Multidisciplinary team expert in stock market
100% Practical
Enseñanza 3.0, aprendizaje colaborativo
Professional Exit
The certification that you will obtain at the end of the course, endorses the professional suitability to work as:
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Portfolio and investment fund manager.
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Personal banking advisor
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Financial analyst in a bank.
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Risk analyst.
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Private banking commercial.
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Private investor.
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Independent Financial Advisor (EAFI), etc.
Course objective
The objective of the course is to teach you traditional investment techniques and new alternatives to face the increasing complexity that financial management has acquired within a digital and globalized environment.
Financial Products
Know the markets and financial products to design and control a financial plan according to the client's risk profile: Fixed Income, Variable Income, derivatives, currencies, FI, real estate assets, etc.
Investment Selection
It delves into the theory of portfolios and investment selection, within the legal framework that regulates financial activity and the tax and fiscal framework of different financial products.
Practical Knowledge
Acquire the necessary practical knowledge to be able to apply the most advanced and innovative techniques in the current management of investment funds, assets and investments.
Methodology
A methodology designed for learning by doing.
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Learning by doing: You learn by doing, not listening.
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Classes taught by professionals of the financial markets with years of experience.
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Cutting edge technology that puts professional tools in your hand.
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Learning through the virtual campus: documentation and classes available wherever you are.
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Tutorials: You will have direct contact with the course tutor to send your doubts and questions.
Certification
After passing the final test and once the course has concluded, regardless of the call in which the exam was passed, you will receive the certificate that accredits your professional suitability to perform financial advisory tasks according to MIFIDII regulation. Visual Chart Group is authorized by the CNMV to certify the ability of financial advice from 03/21/2019.
Happy to serve you
Contact us by phone or, if you prefer, send us an email with your query or suggestion and we will respond as soon as possible.