Banking Advisor Course
This course equips you with essential knowledge of retail banking products like accounts, cards, and loans, plus skills in client assessment, clear communication, ethical selling, and regulatory compliance. Ideal for finance workers in Zambia aiming to offer straightforward advice, align products with client goals, handle risks properly, and foster lasting compliant relationships.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Gain practical skills to confidently explain checking accounts, savings, cards, loans, and safe investments using simple words. Master asking key questions, evaluating client needs, recommending suitable products, and following rules on disclosures, suitability, and compliance. Develop strong client discussions, address concerns fairly, and assist vulnerable customers with safe procedures.
Elevify advantages
Develop skills
- Master retail banking products: describe accounts, cards, loans simply and fast.
- Assess client needs: identify goals, risks, and cash flow requirements quickly.
- Deliver plain-language advice: break down fees, interest rates, and dangers clearly.
- Practice ethical sales: overcome objections and secure informed agreement.
- Follow compliance steps: complete ID checks, 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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