Specialist in Banking and Financial Advice

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Specialist in Banking and Financial Advice

Apply now

Description

Delivery method:
Online
Language
Spanish
ECTS
20
Number of Places:
50/group

CUNEF Universidad’s Specialist in Banking and Financial Advice (Level II) programme aims to provide students with specialized training that allows them to acquire and/or consolidate the necessary knowledge and skills to provide expert investment advice. The programme is recognized by the National Securities Market Commission (CNMV).

The delivery method combines synchronous sessions (webinars) with eLearning actions on CUNEF Universidad’s online platform, designed to ensure that students can engage flexibly with the contents of each course (technical notes, virtual content, videos, etc.), allowing them to adapt their study to their personal situation.

Curriculum

The Expert in Banking and Financial Advice training and certification programme developed by CUNEF Universidad includes eleven courses worth a total of 20 ECTS.

The eleven courses included in the curriculum delve into financial markets and the investment products and instruments that financial institutions offer to their clients, as well as all the functions of a financial advisor.

CourseECTS
Macroeconomic Analysis and Financial Sector1
Financial Markets1
Investment Products: Fixed Income2
Investment Products: Variable Income2
Investment Products: Structured Products2
Investment Products: Investment Funds 2
Investment Products: Pension Products2
Specific Regulations and Regulatory Compliance2
Tax Advice on Financial Operations2
Investment Portfolio Management2
Financial Planning and Advice2

The programme has been designed as an exceptionally valuable tool to provide financial professionals with the training required by the main Spanish regulator (the National Securities Market Commission or CNMV) to offer financial advice services.