Banking Advisor Course
This Banking Advisor Course equips finance professionals with essential skills in retail banking products, client needs assessment, and ethical sales practices. Participants learn to provide clear advice, align products with client goals, manage risks effectively, and foster compliant, long-term client relationships while adhering to regulatory standards.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
Gain practical skills to confidently explain checking accounts, savings, cards, loans, and low-risk investments using simple language. Master asking key questions, assessing client needs, matching products to objectives, and ensuring compliance with disclosure and suitability rules. Develop abilities to conduct effective client conversations, handle objections ethically, and assist vulnerable customers through secure processes.
Elevify Advantages
Develop Skills
- Mastery of retail banking products: explain accounts, cards, loans quickly.
- Client needs assessment: identify goals, risk tolerance, and liquidity requirements swiftly.
- Plain-language communication: simplify fees, APR, and risks for all clients.
- Ethical consultative selling: address objections and secure informed consent.
- Compliance processes: 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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