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European Financial Advice (EFA)

Corporate
Digital Skills

Business Management and Finance

Duration

100h

PRESENTATION

Training in «European Financial Advice (EFA)»covers a wide range of topics, from the European Union financial regulations until the portfolio management and personalized financial planning. Through this training program, you’ll gain an in-depth understanding of financial laws and the best practices in advisory services, which allows you to offer high-quality financial services and comply with the ethical standards y legal required in the European market. In addition, this training also focuses on the development of interpersonal skills and communication skills, which are essential for building strong relationships with clients and providing them with effective, personalized financial advice.

Objectives

  1. Understanding the Financial System.

  2. Analyze the Monetary Policy.

  3. Mastering the Fixed-Income Markets.

  4. Explore the Equity Markets.

  5. Understanding the Derivative Products.

  6. Mastering the Financial Planning.

Syllabus

TEACHING UNIT 1. THE FINANCIAL SYSTEM, MONETARY POLICY, AND MACROECONOMIC INDICATORS:

  1. Introduction to the Financial System: Assets, Markets, and Intermediaries.
  2. Monetary Policy.

TEACHING UNIT 2. FIXED-INCOME MARKETS:

  1. Characteristics of Fixed-Income Securities and the Public Debt Market.
  2. Private Fixed-Income Market.
  3. The Rating.
  4. Valuation and Risks of Fixed-Income Assets.

TEACHING UNIT 3. EQUITY MARKETS:

  1. Introduction to the Stock Markets.
  2. The Stock Market.
  3. Special Stock Market Transactions.
  4. Stock Market Indices.
  5. Fundamental Analysis.

TEACHING UNIT 4. DERIVATIVES MARKETS:

  1. Introduction to Derivatives: Forwards and Futures.
  2. Options.

TEACHING UNIT 5. INVESTMENT SELECTION

TEACHING UNIT 6. COLLECTIVE INVESTMENT INSTITUTIONS

TEACHING UNIT 7. FINANCIAL PLANNING

TEACHING UNIT 8. TAXATION

  1. Individual Income Tax: General Framework.
  2. Individual Income Tax: Specific Framework.
  3. Corporate Income Tax.

TEACHING UNIT 9. SOCIAL SECURITY, INSURANCE, AND PENSION PLANS

TEACHING UNIT 10. REAL ESTATE PLANNING

TEACHING UNIT 11. REGULATORY COMPLIANCE

  1. Provision of Investment Services.
  2. Market Abuse.
  3. Prevention of Money Laundering and Terrorist Financing.
  4. Data Protection.
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Are the Educa PHAROS courses eligible for credit?

Many courses can be credited toward the master's programs at Structuralia.
Specialized Courses Catalog

Facts about our area

+ 1.483

Hours

+88.999

Minutes

264

Courses

Educa PHAROS is a next-generation training model that places a company’s human capital at the forefront. Through a platform that adapts to each company’s corporate identity and offers a total of more than 900 courses, it provides tailored training for each organization. The unlimited flat-rate plan provides each company with the number of courses that best suits its needs, as well as the ability to determine which employees will have access.
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