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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 explain checking accounts, savings, cards, loans, and low-risk investments. You will master simple language, effective questioning, needs evaluation, product matching to objectives, and adherence to disclosure, suitability, and compliance rules. Develop robust client discussions, ethical objection handling, and support for vulnerable clients using secure, precise methods.

Elevify advantages

Develop skills

  • Mastery of retail banking products: swiftly describe accounts, cards, and loans.
  • Client needs evaluation: rapidly identify goals, risk tolerance, and liquidity demands.
  • Clear plain-language guidance: break down fees, APR, and risks for diverse clients.
  • Ethical advisory sales: manage pushback and finalise with full client awareness.
  • Compliance-focused procedures: execute KYC, required disclosures, and protections for at-risk 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 of the Prison 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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