Banking Advisor Course
Gain expertise in essential retail banking products, client consultations, and ethical sales techniques. The Banking Advisor Training Programme empowers finance professionals to deliver straightforward advice, tailor products to client requirements, handle risks effectively, and foster enduring, compliant client partnerships that stand the test of time.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This Banking Advisor Training Programme equips you with practical, current skills to clearly and confidently explain cheque accounts, savings, cards, loans, and low-risk investments. Master plain language, ask key questions, evaluate needs, and align products with objectives while adhering to disclosure, suitability, and compliance rules. Develop robust client discussions, address concerns ethically, and assist vulnerable clients using secure, precise procedures.
Elevify advantages
Develop skills
- Mastery of retail banking products: explain accounts, cards, loans in minutes.
- Client needs evaluation: swiftly identify goals, risk tolerance, and liquidity requirements.
- Plain-language guidance: break down fees, interest rates, and risks for every client type.
- Ethical advisory sales: manage objections and finalise with fully informed agreement.
- Compliance-focused procedures: KYC checks, 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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Course in PDF