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Banking Advisor Course

Banking Advisor Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Correctional System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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