Banking Advisor Course
This course equips banking professionals with essential knowledge of retail banking products like accounts, cards, loans, and investments. Participants learn to conduct effective client interviews, provide plain-language advice on fees, risks, and APR, perform ethical consultative selling, ensure compliance through KYC and disclosures, and safeguard vulnerable clients, fostering long-term compliant relationships.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Gain practical skills to confidently explain checking accounts, savings options, cards, loans, and low-risk investments using simple language. Master asking key questions, assessing client needs, matching products to goals, and adhering to disclosure, suitability, and compliance rules. Develop strong client discussions, ethical objection handling, and secure support for vulnerable customers.
Elevify advantages
Develop skills
- Mastery of retail banking products: explain accounts, cards, and loans simply and quickly.
- Skilled client needs assessment: identify goals, risk tolerance, and liquidity requirements efficiently.
- Plain-language communication: break down fees, APR, and risks for all client types.
- Ethical sales techniques: manage objections and secure informed consent.
- Compliance expertise: implement KYC, disclosures, and protections for vulnerable clients.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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Giulio CarloDigital Marketing Student
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