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Investment Product Advisor

Corporate
Digital Skills

Business Management and Finance

Duration

40 hours

PRESENTATION

In the field of administration and management, it is necessary to understand the different fields of the investment product advisory services, within the field of finance and insurance. With this training program in Investment Product Advisor Students will be able to gain knowledge on regulatory compliance, markets, tax advice, and performing financial calculations. This training is essential for those seeking training in the investment advice, whether as financial advisors, portfolio managers, or professionals at financial institutions. It is also of interest to those who individual investors who want to make informed decisions about their own money.

Objectives

  • Purchase knowledge of regulatory compliance, markets, tax advice, and performing financial calculations.

  • Understanding the national financial regulations and its impact on investment advice.

  • Understanding the economic concepts key factors that influence investment decisions.

  • Identify the concepts and strategies related to fixed-income instruments.

Syllabus

TEACHING UNIT 1. ETHICS, CODES OF CONDUCT, AND REGULATORY FRAMEWORKS.

  1. Knowledge of national laws that affect financial advisors.
  2. Knowledge of European law.
  3. Knowledge of business ethics.
  4. Compliance with laws at the organizational level.

TEACHING UNIT 2. BASIC TECHNICAL KNOWLEDGE: FINANCIAL AND LEGAL.

  1. Basic knowledge of financial mathematics.
  2. Calculation of profitability.
  3. Calculation of the interest rate.
  4. Calculation of interest rates.
  5. Basic Concepts of Statistics.
  6. Advice on the economy in general: GDP, inflation, the European System of Central Banks.

TEACHING UNIT 3. FINANCIAL MARKETS AND INSTRUMENTS.

  1. Fixed Income.
  2. Equities.
  3. Foreign Exchange Market.
  4. Investment Funds.
  5. Derivatives Markets.
  6. Financial Markets and Instruments.

TEACHING UNIT 4. TAX ADVICE.

  1. Taxation of Financial Products.
  2. Basic Portfolio Management.

TEACHING UNIT 5. FINANCIAL ADVICE AND PLANNING.

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Are the Educa PHAROS courses eligible for credit?

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