flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Banking Advisor Course gives you practical, up-to-date skills to explain checking, savings, cards, loans, and low-risk investments clearly and confidently. Learn to use plain language, ask the right questions, assess needs, and match products to goals while meeting disclosure, suitability, and compliance standards. Build strong client conversations, handle objections ethically, and support vulnerable individuals with secure, accurate processes.
Elevify advantages
Develop skills
- Retail banking products mastery: explain accounts, cards, loans in minutes.
- Client needs assessment: quickly uncover goals, risk, and liquidity needs.
- Plain-language advice: simplify fees, APR, and risks for any client profile.
- Ethical consultative selling: handle objections and close with informed consent.
- Compliance-ready process: KYC, disclosures, and vulnerable client safeguards.
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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