from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This straightforward, hands-on course develops practical abilities in profiling clients, evaluating suitability, and drafting clear proposals with everyday language and number examples. You'll learn to put together varied portfolios, describe risks in simple words, manage follow-ups and reports, and follow ethical, rule-abiding methods to give open, target-driven advice confidently in regular client dealings.
Elevify advantages
Develop skills
- Client profiling expertise: swiftly gauge goals, risk tolerance, and investment capacity.
- Portfolio building abilities: create varied ETF portfolios for actual clients quickly.
- Straightforward risk explanation: describe market, liquidity, and inflation risks plainly.
- Advice prepared for compliance: record proposals, disclosures, and next steps.
- Ethical broking methods: match compensation, conflicts, and duty of best interest.
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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