Banking Advisor Course
Gain expertise in essential retail banking products, client consultations, and ethical selling techniques. The Banking Advisor Training Programme empowers finance workers to deliver straightforward guidance, align products with client requirements, control risks, and foster enduring, regulation-compliant client partnerships that stand the test of time.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Banking Advisor Training Programme equips you with current, practical skills to clearly explain checking accounts, savings, cards, loans, and low-risk investments. Master plain English communication, effective questioning, needs evaluation, and product matching to client objectives, all while upholding disclosure, suitability, and regulatory compliance. Develop robust client dialogues, address concerns ethically, and assist vulnerable customers using secure, precise procedures.
Elevify advantages
Develop skills
- Mastery of retail banking products: swiftly describe accounts, cards, and loans.
- Evaluate client needs: rapidly identify objectives, risk tolerance, and liquidity demands.
- Deliver advice in simple terms: break down fees, interest rates, and risks for all clients.
- Conduct ethical consultative sales: manage pushback and finalise with full client awareness.
- Implement compliance processes: handle identity checks, required info, and protections for at-risk 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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