Banking Advisor Course
Gain expertise in essential retail banking products, client assessment, and ethical selling techniques. The Banking Advisor Training Programme enables finance professionals to offer straightforward advice, align products with client requirements, handle risks effectively, and foster enduring compliant relationships with clients. It covers product knowledge, needs analysis, clear communication, ethical practices, and regulatory compliance for confident banking advisory roles.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Banking Advisor Training Programme equips you with practical skills to clearly explain checking accounts, savings, cards, loans, and low-risk investments. You will learn to use simple language, ask relevant questions, evaluate client needs, recommend suitable products, and adhere to disclosure, suitability, and compliance norms. Develop abilities to conduct effective client discussions, address concerns ethically, and assist vulnerable customers using secure procedures.
Elevify advantages
Develop skills
- Mastery of retail banking products: explain accounts, cards, loans simply and quickly.
- Skilled client needs evaluation: identify goals, risk tolerance, and liquidity requirements promptly.
- Clear plain-language communication: break down fees, interest rates, and risks for diverse clients.
- Ethical advisory sales techniques: manage 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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