Advanced Program of Specialization in Private Banking and Financial Advice
The Advanced Program of Specialization in Private Banking and Financial Advice is face-to-face and is taught in Madrid, although it can also be done online. It has a price of 3,200 euros.
ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND PREPARATORY FINANCIAL ADVICE FOR EFA ACCREDITATION
The degree of competition and sophistication of private banking clients over the last decade has led to a notable development of new non-traditional investment instruments. In this sense, alternative products have come to play a fundamental role in the portfolios of investors as well as in the business of financial institutions that serve these clients.
What is the EFA accreditation?
The title of European Financial Adviser (EFA), is the most prestigious and of greater European recognition, in what refers to Financial Advice and is granted by EFPA Europe ("European Financial Planning Association"). It was developed by a team of academic and professional contractors from more than 10 countries and represents a seal of quality of recognized prestige throughout Europe. EFPA promotes the prestige of professionals in planning and financial advice through the development and implementation of educational programs that grant EFPA certifications, accreditation granted by EFPA Spain to IEB for the delivery of this Training Program.
OBJECTIVES OF THE ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND FINANCIAL ADVICE
This course has as objectives a better understanding of private banking in a global context and the identification of the determining factors in the decision making of private banking clients. For a correct design of the "Investment Policy", reference in the management of great patrimonies, the understanding of alternative products is fundamental. The business structure that responds to the demands of investors has to be developed under a model fully integrated in the financial entity.
GENERAL INFORMATION ON THE ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND FINANCIAL ADVICE
The methodology of the Program is eminently practical. In the different modules practical cases will be developed through which the assistants will have the opportunity to apply the acquired knowledge and to study several real cases, all under the tutelage of the teaching staff, which will be composed exclusively by professionals involved in a or another form in the financial markets and in the field of Private Banking and Financial Advice. In addition, several exam simulations will be carried out throughout the program, the objective of which is to measure the knowledge of the students in order to obtain the EFA® qualification.
TARGET AUDIENCES OF THE ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND FINANCIAL ADVICE
• Heritage Managers
• Portfolio Managers and Investment Funds
• Commercial Area of Private Banking
• Personal Banking Advisors
• Independent Financial Advisors
• Tax Advice
• Investment Banking Area
• Private Investors
• All those interested in deepening in the area of Financial Advice
• Professionals who want to prepare the exam to obtain accreditationEFA®
CURRICULUM OF THE ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND FINANCIAL ADVICE
MODULE 1: ADVICE AND FINANCIAL PLANNING
MODULE 2: INSTRUMENTS AND FINANCIAL MARKETS
MODULE 3: FUNDING AND INVESTMENT COMPANIES
MODULE 4: INSURANCE
MODULE 5: PENSIONS AND RETIREMENT PLANNING
MODULE 6: REAL ESTATE PLANNING
MODULE 7: TAXATION OF INVESTMENTS
MODULE 8: PORTFOLIO MANAGEMENT
MODULE 9: NORMATIVE AND REGULATORY COMPLIANCE
COST AND SCHOLARSHIPS OF THE ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND FINANCIAL ADVICE
The registration fee is 3,200 Euros (2,200 Euros on-line option), which includes all the documentation, bibliography and access to the facilities and services of the IEB .
Students who need it can access special financing conditions through financial institutions with which the IEB has agreements.
To request information in this regard, the student must go to these financial institutions in accordance with the instructions received from the Center's Secretary.
The granting of scholarships and study grants is foreseen, for which interested parties will be informed in a timely manner.
DURATION AND START OF THE ADVANCED PROGRAM OF SPECIALIZATION IN PRIVATE BANKING AND FINANCIAL ADVICE
Duration: 141 hours.
New call: Next call March 2014
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Last updated June 13, 2018