Private Banking and Financial Advice (Face and On-line)
PREPARE FOR ACCREDITATION EFA®.
The degree of competition and sophistication of private banking clients over the past decade has been accompanied by a remarkable development of new non-traditional investment instruments. In this sense, the alternatives have come to play a key role in investors' portfolios in the business and financial institutions serving these customers. This course (Private Banking and Financial Advice) aims at a better understanding of private banking in a global context and identifying the determining factors in the decision making of private banking clients. For proper design of the "Investment Policy", a reference in the wealth management, is essential understanding of alternative products. Business structure that meets the requirements of investors have to develop under a fully integrated model in the bank.
WHAT IS ACCREDITATION EFA?
The title of European Financial Advisor (EFA®), is the most prestigious and most European recognition, which refers to Financial Advice and is granted by EFPA Europe ( "European Financial Planning Association"). It was developed by a team of academics and practitioners contrasted more than 10 countries and represents a hallmark of renowned throughout Europe. EFPA promotes the training of professional planning and financial advice through the development and implementation of educational programs that grant certificates of EFPA EFPA accreditation granted by Spain to IEB for the delivery of this training program. On the other hand, the reception and entry into force of the European Directive on Financial Markets in our country has brought hand new regulations contained within the Business Services Investment, such as the Business Advisory Independent Financial, which in the form of legal entity or individual, they are the only authorized, along with the traditional ESI, by the CNMV to provide financial advisory services independently. To do this, it must be registered with the CNMV, being the requirements for such registration experience in financial advisory and investment specific training, the latter point in which is particularly relevant EFA accreditation to be recognized for this requirement by the CNMV.
- Module 1. FINANCIAL ADVICE AND PLANNING
- Module 2. INSTRUMENTS AND FINANCIAL MARKETS
- Module 3. INVESTMENT FUNDS AND COMPANIES MOBILIARIA
- Module 4. INSURANCE
- Module 5 PENSIONS AND RETIREMENT PLANNING
- Module 6 estate planning
- Module 7 TAXATION OF INVESTMENTS
- Module 8 PORTFOLIO MANAGEMENT
- Module 9 COMPLIANCE AND REGULATORY
The (Private Banking and Financial Advisory Services) program is aimed at asset managers, Portfolio Managers and Investment Funds, Commercial Area Private Banking Advisors Personal Banking, Independent Financial Advisors, Tax, Area Investment Banking, Private Investors , All those interested in exploring the area of financial advice, professionals who want to prepare the examination for obtaining the accreditation EFA®.
Applicants to attend the program (Private Banking and Financial Advice) must submit duly completed admission form.
Applications must be present at the Registry of IEB.
Program taught in: