Banking Advisor Course
Gain expertise in key retail banking products, conducting client needs assessments, and ethical selling techniques. The Banking Advisor Training Course empowers finance workers to offer straightforward advice, align products with client goals, handle risks properly, and foster lasting, rule-compliant relationships with customers. It prepares you to serve clients confidently while upholding high standards of integrity and regulation.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Banking Advisor Training Course equips you with practical skills to clearly explain checking accounts, savings, cards, loans, and safe investments. You will learn to use simple words, ask key questions, evaluate client needs, recommend suitable products, and follow rules on disclosures, suitability, and compliance. Develop skills for effective client talks, ethical objection handling, and secure support for vulnerable customers.
Elevify advantages
Develop skills
- Mastery of retail banking products: explain accounts, cards, and loans simply and fast.
- Skilled client needs assessment: identify goals, risk tolerance, and cash flow requirements quickly.
- Clear plain-language communication: break down fees, interest rates, and risks for all clients.
- Ethical sales consultation: address concerns and secure deals with full client understanding.
- Compliance-focused procedures: handle customer verification, 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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