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Banking Advisor Course

Banking Advisor Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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Course in PDF