Banking Advisor Course
This comprehensive Banking Advisor Training Course equips finance professionals with vital knowledge of retail banking products including accounts, cards, loans, and low-risk investments. Participants learn to conduct thorough client needs assessments, deliver advice in straightforward language, apply ethical sales methods to overcome objections, and maintain strict compliance with KYC, disclosure rules, and protections for vulnerable clients, fostering enduring and trustworthy client partnerships.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Acquire essential skills to confidently advise on checking accounts, savings options, debit and credit cards, personal loans, and safe investment products using simple, clear English. Master techniques for identifying client needs through targeted questions, recommending suitable products that align with their financial objectives, and ensuring full adherence to regulatory requirements on disclosures, product suitability, and ethical practices. Develop abilities to conduct effective client discussions, address concerns transparently, and provide secure support especially for vulnerable customers.
Elevify advantages
Develop skills
- Mastery of retail banking products: swiftly explain accounts, cards, and loans.
- Effective client needs evaluation: identify goals, risk tolerance, and liquidity requirements.
- Clear plain-language communication: break down fees, interest rates, and risks simply.
- Ethical sales consultation: manage objections and secure informed agreements.
- Compliance-focused procedures: implement KYC, disclosures, and safeguards 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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