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Banking Advisor Course

Banking Advisor Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This Banking Advisor Training Course equips you with practical, current skills to clearly and confidently explain checking accounts, savings, cards, loans, and low-risk investments. You will learn to use simple language, ask key questions, evaluate client needs, and recommend suitable products while adhering 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: explain accounts, cards, and loans simply and swiftly.
  • Skilled client needs evaluation: identify goals, risk tolerance, and liquidity requirements promptly.
  • Clear plain-language communication: break down fees, APR, and risks for diverse clients.
  • Ethical advisory sales techniques: address concerns and secure informed agreements.
  • 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 Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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