Financial Counsellor

Financial Counsellor

Provider: Institut Supérieur de Formation Bancaire

Price
CHF 8’130
Duration
1.5 weeks
Level
Expert level
Accomplishment
Certificate
Language
Location
Genf

About


Description

The Financial Advisor Certificate (CCF) is a unique training course that provides its participants with a good knowledge of universal and retail banking, covering economic, financial, compliance and legal aspects as well as knowledge of the main products and services (investments, loans) and customer relationship management.

Compact, the certificate provides the knowledge and know-how needed to evolve in the field of universal and retail banking.

The skills and knowledge acquired in the CSC are useful in a number of situations:

  • increasing his professional performance in an increasingly competitive domestic market
  • the broadening of its range of competences
  • understanding of key knowledge with a view to the SAQ certification of banking advisors

Requirements

  • Be employed in the banking, financial or related field (insurance, fiduciary, ...) for 2 years

Professions

Tags

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