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Financial Advisor Course

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About this course

The Financial Advisor Course The Financial Advisor Course is aimed at students students of ADE, FICO or law and professionals in the finance sector, who wish to specialize in specialize in financial products, or wish to strengthen their knowledg...

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University degree

200 h

Online

8 ECTS (Créditos)

Titulacion

Qualification of Financial Advisor Course

University Degree in Financial Advisor with 200 hours and 8 ECTS credits from the Catholic University of Murcia.

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Universidad Católica San Antonio de Murcia

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Objectives

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To develop the valuation tools necessary to know the profitability of an investment project.

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To learn the assumable risk in financial investments and the cost of debt.

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To know the taxation applicable to national financial products.

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To deepen on the investment funds, their characteristics and their different modalities. .

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To identify the tax procedures and characteristics applicable to pension and insurance plans.

Why choose Financial Advisor Course?

How would you like to earn money by helping others to improve their financial situation? Yes, you read that right. And we're not just talking about a few euros a month. You could be charging for something that, in fact, you already do for free every time someone asks you for advice on where to invest or how best to save.

If you've ever found yourself in that situation, you already have some potential to be a financial advisor. The only problem is that you're not getting paid for it. And the thing is, while you keep giving away your time and knowledge, there are others out there charging the unwritten for saying what, in reality, you could also be saying... only with a degree in hand.

This financial advisor course from Educa University is your chance to change that.

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Why are you interested in becoming a financial advisor

Because once you start, there's no turning back. This is not like learning to crochet or paint pictures in your spare time. Here we are talking about improving lives, about changing people's financial destiny. Of taking control of something that, in this world of economic chaos, seems to slip through our fingers: money.

And you? Do you want to be part of those who know what they do and do it well? Well then read on, because what I'm about to tell you now could be the most important step in your professional life.

What you'll learn (and what you won't)

Forget about those endless courses full of theory you don't understand. Here it's all about learning what really matters. In this financial advisor course, the practical comes first. From day one, you'll be soaking up concepts that you'll be able to apply directly in the day-to-day lives of your future clients.

You're not going to waste time with nonsense. No, here we are not going to fill your head with useless data. You will learn to create real financial plans, to analyze investments, to understand the financial market, and above all, to advise with confidence. Because if you don't trust yourself, hardly anyone else will, right?

At the end of the course, not only will you have the knowledge you need to advise, but you'll also be ready to take the certification that officially makes you a professional financial advisor.This, my friend, is what will allow you to charge what you're worth.

Who is this course for?

It doesn't matter if you have no idea about finance. This course is designed for everyone: from the novice who doesn't know a stock from a bond, to the one who has been working in finance for years and wants to take a skillful leap.

This is not about making your life complicated. In fact, it's about quite the opposite: making what seems complicated so easy that you wonder how you hadn't seen it before. After all, you don't need to be a math whiz to help people grow their money. What you need is to know how to do it the smart way. And that's precisely what you'll learn.

How's the training?

It's 100% online, which means you can learn at your own pace, from wherever you feel like it. Got half an hour before the kids get home from school? Perfect, there's your class. Prefer to study in the evenings, when it's quiet? Great, the course adapts to you, not the other way around.

Also, you will have up-to-date materials, tutors who will answer you in no time and a community of students with whom you can share experiences and doubts. Because yes, learning is good, but learning together is better.

The key is to start

I know, maybe you are hesitating. "Can I really do this? Is this course really for me?" Let me tell you something: if you've made it this far, it's because there's already a part of you that knows the answer. And it's not about whether you can do it or not. It's about when you're going to decide to start.

This course isn't going to make you a millionaire overnight. But what it is going to do is give you the tools so that, if you put in the effort, you'll become the expert you've always wanted to be. And believe me, there are thousands of people who need someone like you.

So, what are you waiting for? Sign up right now and start building the future you deserve. Don't let someone else take the clients that could be yours!

What are you waiting for?

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Content

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Methodology

Entre el material entregado en este curso se adjunta un documento llamado Guía del Alumno dónde aparece un horario de tutorías telefónicas y una dirección de e-mail dónde podrá enviar sus consultas, dudas y ejercicios. Además recibirá los materiales didácticos que incluye el curso para poder consultarlos en cualquier momento y conservarlos una vez finalizado el mismo.La metodología a seguir es ir avanzando a lo largo del itinerario de aprendizaje online, que cuenta con una serie de temas y ejercicios. Para su evaluación, el alumno/a deberá completar todos los ejercicios propuestos en el curso. La titulación será remitida al alumno/a por correo una vez se haya comprobado que ha completado el itinerario de aprendizaje satisfactoriamente.

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What does it prepare you for?

With the Financial Advisor Course you will be able to effectively develop the most important aspects of the management of financial products, such as investment funds, pension plans, insurance and other products, through their valuation, assumable risks and applicable taxation. It will allow you to achieve an advanced knowledge of the products offered and effectively develop the necessary skills to achieve the desired objectives.

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Who is it aimed at?

The Financial Advisor Course The Financial Advisor Course is aimed at students students of ADE, FICO or law and professionals in the finance sector, who wish to specialize in specialize in financial products, or wish to strengthen their knowledge of valuation and taxation. knowledge of valuation and applicable taxation, which will enable them to improve their skills in the to improve their skills in the correct management of any product and to know their profitability and risk at any time. their profitability and risk at any given time.

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Career opportunities

The professional outlets of this Financial Advisor Course are those of advisor, consultant, manager, area manager. It can be said that all positions related to the areas of work or the financial sector and portfolio management. Develop your professional career, acquire advanced training and expand the frontiers of this sector.

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