FINANCIAL ADVISOR COURSE

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

MACROECONOMIC FUNDAMENTALS
2 ECONOMIC CYCLES
3 SHORT-TERM INDICATORS
INTERPRETATION OF ECONOMIC INDICATORS IN FINANCIAL MARKETS

MODULE 2: FUNDAMENTALS OF INVESTMENT

TIME VALUE OF MONEY
2 CAPITALIZATION
3 DISCOUNTING
PROYECTS
SPOT AND FORWARD INTEREST RATES
PROFITABILITY
FINANCIAL INCOME
BASIC CONCEPTS OF STATISTICS

MODULE 3: FINANCIAL SYSTEM

COMPONENTS OF A FINANCIAL SYSTEM
2 FINANCIAL INTERMEDIARIES
3 FINANCIAL ASSETS
FINANCIAL MARKETS
THE ECB AND MONETARY POLICY
REFERENCE INTEREST RATES
MONEY MARKETS

FINANCIAL MARKETS

MODULE 4: FIXED INCOME

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

CHARACTERISTICS OF VARIABLE INCOME
2  STRUCTURE OF THE STOCK MARKET
INTRODUCTION TO FUNDAMENTAL ANALYSIS
INTRODUCTION TO TECHNICAL ANALYSIS

MODULE 6: DERIVATIVES

1  CONCEPT OF DERIVATIVE INSTRUMENTS
FUTURES MARKET
OPTIONS MARKET
COMPLEX PRODUCTS
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

    • HEDGE FUNDS

2. PORTFOLIO MANAGEMENT

STAGE 2.1

MODULE 1: INVESTMENT FUNDS

OVERVIEW OF INVESTMENT FUNDS
2  INVESTMENT FUNDS AND THEIR INVESTMENT OBJECTIVES
3  HEDGE FUNDS
MANAGEMENT STYLES
FUND ANALYSIS AND FUND SECTION
ANNEXES

STAGE 2.2

MODULE 2: ADVANCED BITCOIN ANALYSIS

  RISK AND RETURN FRAMEWORK
EFFICIENT CAPITAL MARKETS
3  PORTFOLIO THEORY
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

THE INSURANCE INSTITUTION
2  RISK MANAGEMENT
LEGAL FRAMEWORK OF THE INSURANCE CONTRACT
INSURANCE TECHNOLOGY
5  INTRODUCTION AND GENERAL ASPECTS OF PERSONAL COVERAGES
6  LIFE INSURANCE
ACCIDENT INSURANCE
HEALTH INSURANCE
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
ANALYSIS OF INCOME AND EXPENSES AT THE TIME OF RETIREMENT
EXAMPLE OF RETIREMENT PLANNING
ANALYSIS AND FUND SECTION
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

REAL ESTATE INVESTMENT
2 INVESTMENT VEHICLES AND REAL ESTATE PLANNING
3 MORTGAGE PRODUCTS AND AMORTIZATION METHODS

STAGE 4.2

MODULE 1: CREDIT AND FINANCING

CREDIT PRODUCTS
2  INDIVIDUAL RISK ANALYSIS
3  STAGES OF RETAIL RISK
COLLATERAL ANALYSIS
5  LEVERAGE
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

  PERSONAL INCOME TAX
2  CORPORATE INCOME TAX
3  INHERITANCE AND GIFT TAX
TAXATION OF NON-RESIDENTS
WEALTH TAX
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

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

  CLIENT AND FINANCIAL ADVISORY
2  ESTABLISHMENT OF THE CLIENT – PLANNER RELATIONSHIP
3  COLLECTION OF CLIENT’S DATA AND DETERMINATION OF OBJECTIVES AND EXPECTATIONS
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.

Instituto IBT es una escuela universitaria especializada en cursos de Trading en España y México
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