Bank Client Advisor Training
Master bank client advisory skills: build trust, profile client needs, explain retail banking products clearly, handle objections ethically, negotiate fees, meet regulatory standards, and deliver compliant, value-driven financial advice that grows relationships.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Bank Client Advisor Training gives you practical skills to run structured meetings, build trust, and explain products in clear language. Learn to profile needs, assess income, expenses, and liabilities, and match them with suitable accounts, cards, loans, savings, and protection solutions. Master ethical sales, negotiation, objection handling, and documentation, while meeting key regulatory, KYC, privacy, and AML requirements.
Elevify advantages
Develop skills
- Client discovery mastery: profile needs, cashflow and risk in minutes.
- Retail product fit: match accounts, cards, loans and savings to client goals.
- Ethical sales and negotiation: handle objections, fees and consent transparently.
- Advisory calculations: compare APR, simulate payments and project savings fast.
- Compliance-ready advising: apply KYC, AML, privacy and duty-to-advise rules.
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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