Financial Business and Innovation
Incorporate the innovation factor into your financial advisory
Knowledge of savings and investment financial products is absolutely necessary both for a financial advisor and for any professional who wants to manage their own or others’ wealth. Alongside products managed and marketed by traditional financial actors, other proposals are emerging in the fintech field that are also worth knowing. With this course you will be able to address the important function of financial advisory in all its aspects, incorporating new factors of innovation and technology.
Build your career in finance
Discover the possibilities that this program offers you by consulting the section "itineraries".
What will you achieve?
The teaching team, made up of professionals in the different areas of the course, will boost your learning. Through on-site/streaming classes and online self-study you will achieve:
Professional development
You will acquire new knowledge and specific skills in this finance specialization to improve your professional profile.
Financial advisory
You will learn about all savings and investment products and their characteristics, risks and taxation. You will be able to create an investment portfolio as well as a wealth financial plan.
Fintech
You will understand the financial products that arise from the fintech field and be able to assess their suitability for inclusion in a portfolio.
Who is it for?
This specialization course in financial business is aimed at anyone interested in learning about savings and investment financial products, whether to manage their own wealth or to advise others.
Where will you be able to work?
This course provides knowledge and tools to start working in areas where knowledge of savings and investment products is essential, such as financial institutions, savings-investment insurance companies, fund managers, savings-investment fintechs such as roboadvisors, crowdfunding platforms or digital banks. Positions you can apply for range from client account manager, personal banking manager, savings or investor customer service, financial advisor, among others.
Over 30 years leading financial education
Learnability
We promote, facilitate, and enhance your ability to learn quickly and effectively. We adapt to new situations and maintain a continuous improvement mindset.
Employability
We develop the skills and competencies to obtain, maintain, and enhance your professional profile in a competitive and ever-changing market
Glocality
We combine global and local perspectives in a more connected environment to foster collaboration and commitment in solving challenges.
A curriculum to deepen your professional career in finance
On-site or streaming sessions
- Applied theory
- Case studies
- Self-study through the Campus
-Savings products
-Investment products
-Savings and investment products in fintech
-Taxation of savings and investment products
-Introduction to insurance
-Savings-investment insurance
-Taxation of insurance products
-The client’s financial and wealth plan
-Portfolio management and asset allocation
-Financial advisory and portfolio management tools
Build your career in finance
This course is part of the training itinerary of the Postgraduate in Financial Advisory and New Technologies
In-person with all the flexibility you need
Program details
- 1 month
- Spanish
- T-Th afternoons
- Barcelona
- Clases en streaming
- Autoestudio online
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- -
- 2495€
