Banking Advisor Course
Gain expertise in essential retail banking products, conducting client needs assessments, and applying ethical sales techniques. The Banking Advisor Training prepares finance professionals to deliver straightforward advice, align products with client objectives, mitigate risks, and foster enduring compliant relationships that enhance client trust and satisfaction.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course equips you with current skills to clearly explain checking accounts, savings, cards, loans, and low-risk investments. You will learn to use simple language, ask key questions, evaluate client needs, recommend suitable products, and adhere to disclosure, suitability, and compliance rules. Develop skills for effective client discussions, ethical objection handling, and secure support for vulnerable customers.
Elevify advantages
Develop skills
- Mastery of retail banking products: swiftly explain accounts, cards, and loans.
- Client needs evaluation: identify goals, risk tolerance, and liquidity requirements efficiently.
- Clear plain-language communication: break down fees, APR, and risks for diverse clients.
- Ethical sales consultation: address objections and secure informed consent.
- Compliance-focused procedures: 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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