Superior Programme In Financial Advisory And Wealth Management (efa)

CESTE Business School

Programme Description

Read the Official Description

Superior Programme In Financial Advisory And Wealth Management (efa)

CESTE Business School

EFPA accredited program preparatory to the EFA (European Financial Advisor)

GOALS

  • Complement and deepen the training and experience of professionals who advise and manage private assets.
  • Train in the technical skills of valuation, judgment and advice, necessary to optimize the relationship with the client.
  • Provide theoretical and practical knowledge to respond to the needs of clients in the management of wealth, improving quality and profitability in the services offered.

Oriented to

  • Professionals of financial institutions with responsibilities in the area of ​​personal or private banking.
  • Managers, consultants and consultants who require global training for the advice and management of their clients' assets.
  • Professional portfolio managers, companies and brokerage firms, or entities related to brokerage or investment management.
  • Universities interested in specializing in this growing area of ​​financial business.

Methodology

  • On Line, with interactive multimedia content
  • Synchronized virtual classes and recorded videoconferences
  • Individual and group activities and practices
  • Custom channel
  • Expert Advice

Degree

Expert in Patrimonial Management, awarded by CESTE - International Business School.

Duration and start

The course lasts 12 months from the start date. You can start whenever you want. Once you have made the payment we will contact you to complete the Admission Process.

Modules

Here is the outline of the class:

  1. Financial Instruments and Markets
  2. Funds and investment trust companies
  3. Portfolio management
  4. Insurance
  5. Pensions and Retirement Planning
  6. Real estate investment
  7. Credit and financing
  8. Taxation of investment
  9. Regulation and regulation
  10. Financial Planning
  11. Final Test (PSAF)
This school offers programs in:
  • English
  • Spanish


Last updated October 23, 2017
Duration & Price
This course is Online
Start Date
Start date
Open Enrolment
Duration
Duration
12 
Part time
Full time
Price
Price
3,250 EUR
Information
Deadline
Locations
Bolivia - Cochabamba
Start date: Open Enrolment
Application deadline Request Info
End date Request Info
Bolivia - La Paz
Start date: Open Enrolment
Application deadline Request Info
End date Request Info
Bolivia - Oruro
Start date: Open Enrolment
Application deadline Request Info
End date Request Info
Bolivia - Santa Cruz
Start date: Open Enrolment
Application deadline Request Info
End date Request Info
Spain - Zaragoza
Start date: Open Enrolment
Application deadline Request Info
End date Request Info
Dates
Open Enrolment
Spain - Zaragoza
Application deadline Request Info
End date Request Info
Bolivia - Cochabamba
Application deadline Request Info
End date Request Info
Bolivia - La Paz
Application deadline Request Info
End date Request Info
Bolivia - Santa Cruz
Application deadline Request Info
End date Request Info
Bolivia - Oruro
Application deadline Request Info
End date Request Info