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Banking Advisor Course

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

What will I learn?

This Banking Advisor Training Course equips you with current, practical skills to clearly and confidently explain checking accounts, savings options, cards, loans, and low-risk investments. You will master using simple language, asking key questions, evaluating client needs, and recommending suitable products that align with their objectives, all while adhering to disclosure, suitability, and compliance requirements. Develop expertise in conducting effective client discussions, addressing concerns ethically, and assisting vulnerable customers through secure and precise procedures.

Elevify advantages

Develop skills

  • Mastery of retail banking products: explain accounts, cards, and loans simply and swiftly.
  • Skilful client needs evaluation: identify goals, risk tolerance, and liquidity requirements promptly.
  • Clear plain-language communication: break down fees, interest rates, and risks for all clients.
  • Ethical advisory sales techniques: manage objections and secure informed agreements.
  • Compliance-focused procedures: implement KYC checks, disclosures, and protections for vulnerable clients.

Suggested summary

Before starting, you can change the chapters and 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 Elevify course 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
Great course. A lot of valuable information.
WiltonCivil Firefighter

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