Financial Services Training
We approach the corporate banking advisers to the successful key factors in the client’s financial management. Through this, they will be able to combine the excellence in the service to corporate clients with stable and profitable returns.
In order to invest efficiently customer savings, the financial advisor has to chase an optimal combination of profitability, risk, liquidity and taxation. We train our clients teams to focus on this strategy
The variety of instruments available in financial markets must be conformed to the client’s profile. We transmit to the retail banking advisers, clearly and in a progressive manner, the particularities and differences between deposits, mutual funds, pension funds, lifesaving insurances….which, on the other hand, are investments in fixed income, equities and derivatives markets.
Planning for retirement (or saving for other specific purposes, as children university for example) is in progressive development in Spain. We prepare banking and insurance professionals so they can advise their clients with greater reliability in this field.
Any financial institution will subsist in a long term in absence of managers strongly prepared in the topics of risk management and internal control.
Our courses help to enhance the tools that credit and market risk analysts and internal auditors employ, to exercise, on the behalf of their institutions, the internal control functions in topics in need of advanced financial knowledge.
Banking and Insurance Programs