Financial and Investment Advice

This course covers how customers guided to the right products and investments.

The process whereby potential customers are identified, how their financial needs are assessed and the various stages they go through in being advised on the most suitable product and investment solutions.

There is a 15-question knowledge check at the end of the course which selects random questions from a bank to provide a formal test of subject understanding. When participants reach the 80% pass mark they will receive a certificate.

To order your licenses at the price of 60 €/ license, please send a request to the Customer Service. You will receive the steps to follow.