Banking Advisor Course
Gain expertise in essential retail banking products, client assessment techniques, and ethical selling practices. The Banking Advisor Training Course empowers finance workers to deliver straightforward advice, align products with client requirements, control risks, and foster enduring, regulation-compliant client bonds that promote trust and loyalty.

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.What our students say
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