FINANCIAL ADVISOR COURSE
1 FINANCIAL INSTRUMENTS AND MARKETS
In this stage you will learn how a financial system works as a whole, from the main economic and economic indicators, through the functioning of the European financial system led by the ECB to get to know the different types of financial products based on their typology, classified into Fixed Income, Equities and Derivatives, such as Futures or Options.
1. INTRODUCTION TO FINANCIAL SYSTEM
2. FINANCIAL MARKET
STAGE 1
INTRODUCTION TO FINANCIAL SYSTEM
MODULE 1: MACROECONOMIC FACTORS
1 MACROECONOMIC FUNDAMENTALS
2 ECONOMIC CYCLES
3 SHORT-TERM INDICATORS
4 INTERPRETATION OF ECONOMIC INDICATORS IN FINANCIAL MARKETS
MODULE 2: FUNDAMENTALS OF INVESTMENT
1 TIME VALUE OF MONEY
2 CAPITALIZATION
3 DISCOUNTING
4 PROYECTS
5 SPOT AND FORWARD INTEREST RATES
6 PROFITABILITY
7 FINANCIAL INCOME
8 BASIC CONCEPTS OF STATISTICS
MODULE 3: FINANCIAL SYSTEM
1 COMPONENTS OF A FINANCIAL SYSTEM
2 FINANCIAL INTERMEDIARIES
3 FINANCIAL ASSETS
4 FINANCIAL MARKETS
5 THE ECB AND MONETARY POLICY
6 REFERENCE INTEREST RATES
7 MONEY MARKETS
FINANCIAL MARKETS
MODULE 4: FIXED INCOME
1 GENERAL CHARACTERISTICS OF FIXED INCOME
2 STRUCTURE OF THE GOVERNMENT BOND MARKET
3 PRIVATE FIXED-INCOME MARKET
4 RISKS ASSOCIATED WITH FIXED-INCOME ASSETS
5 INTEREST RATE CURVE AND TERM STRUCTURE
MODULE 5: VARIABLE INCOME
1 CHARACTERISTICS OF VARIABLE INCOME
2 STRUCTURE OF THE STOCK MARKET
3 INTRODUCTION TO FUNDAMENTAL ANALYSIS
4 INTRODUCTION TO TECHNICAL ANALYSIS
MODULE 6: DERIVATIVES
1 CONCEPT OF DERIVATIVE INSTRUMENTS
2 FUTURES MARKET
3 OPTIONS MARKET
4 COMPLEX PRODUCTS
5 STRUCTURED PRODUCTS
2 INVESTMENT FUNDS AND PORTFOLIO MANAGEMENT
In this phase we will be dealing with one of the most important financial investment products, the Investment Funds. Within this section, we will mainly focus on Hedge Funds due to their complexity and current popularity.
In addition, Investment Funds will be combined with Portfolio Management to make investment portfolios, to see the risk of an investment, its potential profitability, etc; with the objective of optimizing the investments of any client.
1. INVESTMENT FUNDS
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- HEDGE FUNDS
2. PORTFOLIO MANAGEMENT
STAGE 2.1
MODULE 1: INVESTMENT FUNDS
1 OVERVIEW OF INVESTMENT FUNDS
2 INVESTMENT FUNDS AND THEIR INVESTMENT OBJECTIVES
3 HEDGE FUNDS
4 MANAGEMENT STYLES
5 FUND ANALYSIS AND FUND SECTION
6 ANNEXES
STAGE 2.2
MODULE 2: ADVANCED BITCOIN ANALYSIS
1 RISK AND RETURN FRAMEWORK
2 EFFICIENT CAPITAL MARKETS
3 PORTFOLIO THEORY
4 ASSET ALLOCATION PROCESS
5 PERFORMANCE MEASUREMENT AND ATTRIBUTION
6 REPORTING PERFORMANCE TO CLIENTS
3 INSURANCE AND RETIREMENT PLANNING
At this stage, the financial advisor will focus on one of the aspects that most concerns potential investors, and that is, what will happen when I retire and stop generating income from my activity, will the Social Security pension be enough? To answer this question we have Insurance, especially Life and Savings insurance, to cover unforeseen future contingencies.
But we must also take into account the private insurance of companies. The combination of all these elements makes it possible to plan for retirement.
1. INSURANCE
2. RETIREMENT PLANNING
STAGE 3.1
MODULE 1: INSURANCE
1 THE INSURANCE INSTITUTION
2 RISK MANAGEMENT
3 LEGAL FRAMEWORK OF THE INSURANCE CONTRACT
4 INSURANCE TECHNOLOGY
5 INTRODUCTION AND GENERAL ASPECTS OF PERSONAL COVERAGES
6 LIFE INSURANCE
7 ACCIDENT INSURANCE
8 HEALTH INSURANCE
9 COMPANY INSURANCE PLANS
10 PERSONAL COVERAGE PLANNING
11 PROPERTY AND CASUALTY INSURANCE
STAGE 3.2
MODULE 2: PENSIONS AND RETIREMENT PLANNING
1 PENSION PLANS AND FUNDS
2 BASIC PRINCIPLES FOR RETIREMENT PLANNING
3 ANALYSIS OF INCOME AND EXPENSES AT THE TIME OF RETIREMENT
4 EXAMPLE OF RETIREMENT PLANNING
5 ANALYSIS AND FUND SECTION
6 ANNEXES
4 REAL ESTATE INVESTMENT AND FINANCING
One of the most popular types of investment in the Spanish economy is Real Estate Investment. This is what is going to be discussed in this phase, from two different aspects, one is the Real Estate Investment itself, and the other one making special focus on the Financing and the credit to be able to invest in Real Estate.
1. REAL ESTATE INVESTMENT
2. CREDIT AND FINANCING
STAGE 4.1
MODULE 1: REAL ESTATE INVESTMENT
1 REAL ESTATE INVESTMENT
2 INVESTMENT VEHICLES AND REAL ESTATE PLANNING
3 MORTGAGE PRODUCTS AND AMORTIZATION METHODS
STAGE 4.2
MODULE 1: CREDIT AND FINANCING
1 CREDIT PRODUCTS
2 INDIVIDUAL RISK ANALYSIS
3 STAGES OF RETAIL RISK
4 COLLATERAL ANALYSIS
5 LEVERAGE
6 INSOLVENCY MANAGEMENT
5 TAXATION
In this phase we will focus on the crucial aspect of Taxation and Investment Taxation. It is of vital importance, apart from a Financial planning, to have a correct Fiscal Planning. To carry out a correct Fiscal planning it is necessary to know the current Tax Framework in Spain and the taxation of the main financial products; these two aspects together allow the Fiscal optimization.
1. SPANISH TAX FRAMEWORK
2. TAXATION OF FINANCIAL PRODUCTS
3. FINANCIAL PLANNING
STAGE 5
MODULE 1: TAXATION
1 PERSONAL INCOME TAX
2 CORPORATE INCOME TAX
3 INHERITANCE AND GIFT TAX
4 TAXATION OF NON-RESIDENTS
5 WEALTH TAX
6 OBLIGATION TO PROVIDE INFORMATION ON ASSETS AND RIGHTS LOCATED ABROAD
6 ETHICS, REGULATIONS AND ADVICE
In the last Stage we will focus on two aspects that are becoming more and more important due to the current regulation. The first is the current regulations and good practice of a Financial Advisor and the second is how the Financial Advisory process is carried out for a client.
1. COMPLIANCE AND REGULATORY COMPLIANCE
2. FINANCIAL AUDITING PROCESS AND CODE OF ETHICS
STAGE 6.1
MODULE 1: REGULATORY COMPLIANCE
1 REGULATORY COMPLIANCE
2 MARKET ABUSE
3 REVENTION OF MONEY LAUNDERING AND TERRORIST FINANCING
4 DATA PROTECTION
5 EFPA CODE OF ETHICS
FASE 6.2
MODULE 1: FINANCIAL PLANNING AND ADVISORY SERVICES
1 CLIENT AND FINANCIAL ADVISORY
2 ESTABLISHMENT OF THE CLIENT – PLANNER RELATIONSHIP
3 COLLECTION OF CLIENT’S DATA AND DETERMINATION OF OBJECTIVES AND EXPECTATIONS
4 DETERMINATION OF THE CLIENT’S ECONOMIC-FINANCIAL STATEMENTS
5 DEVELOPMENT AND PRESENTATION OF A LIFE-CYCLE BASED FINANCIAL PLAN
WHAT ARE THE CLASSES LIKE?
Acreditaciones Oficiales
The Financial Advisor Course is an advanced course that prepares you for different official accreditations in Spain and Latin America.
Premiun Monitoring
- Live monitoring via Discord
- Instinctive video classes
Standardized Tests
- Examination of previous years
- Practical cases
- Simulation of exams similar to the official exam
MODALITIES
ONLINE
6 MONTHS
You will have the core content in video with PDF support, you will be able to attend live market sessions and have individualized follow-up by a tutor.
1.200€
*financing from 35,64 €/month
REQUEST
MORE INFORMATION
Schedule a call with an advisor to receive the best advice on your enrolment as well as to opt to a scholarship.
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