Course Info

Length: 1 Week

Type: In Classroom

Available Dates

Venue

  • Oct-21-2024

    Paris

  • Oct-21-2024

    Singapore

  • Oct-28-2024

    Barcelona

  • Oct-28-2024

    Dubai

  • Nov-04-2024

    London

  • Nov-04-2024

    Amsterdam

  • Nov-11-2024

    Kuala Lumpur

  • Nov-11-2024

    Istanbul

  • Nov-18-2024

    Paris

  • Nov-18-2024

    Singapore

  • Nov-25-2024

    Dubai

  • Nov-25-2024

    Barcelona

  • Dec-02-2024

    Amsterdam

  • Dec-02-2024

    London

  • Dec-09-2024

    Istanbul

  • Dec-09-2024

    Kuala Lumpur

  • Dec-16-2024

    Paris

  • Dec-16-2024

    Singapore

  • Dec-23-2024

    Barcelona

  • Dec-23-2024

    Amsterdam

  • Dec-30-2024

    Dubai

  • Dec-30-2024

    London

  • Jan-06-2025

    Dubai

  • Jan-06-2025

    Barcelona

  • Jan-13-2025

    Kuala Lumpur

  • Jan-13-2025

    Istanbul

  • Jan-20-2025

    Paris

  • Jan-20-2025

    Singapore

  • Jan-27-2025

    Amsterdam

  • Jan-27-2025

    London

  • Feb-03-2025

    Barcelona

  • Feb-03-2025

    Dubai

  • Feb-10-2025

    Istanbul

  • Feb-10-2025

    Kuala Lumpur

  • Feb-17-2025

    Paris

  • Feb-17-2025

    Singapore

  • Feb-24-2025

    Amsterdam

  • Feb-24-2025

    London

  • Mar-03-2025

    Barcelona

  • Mar-03-2025

    Dubai

  • Mar-10-2025

    Istanbul

  • Mar-10-2025

    Kuala Lumpur

  • Mar-17-2025

    Paris

  • Mar-17-2025

    Singapore

  • Mar-24-2025

    London

  • Mar-24-2025

    Amsterdam

  • Apr-07-2025

    Dubai

  • Apr-07-2025

    Barcelona

  • Apr-14-2025

    Istanbul

  • Apr-14-2025

    Kuala Lumpur

  • Apr-21-2025

    Paris

  • Apr-21-2025

    Singapore

  • Apr-28-2025

    Amsterdam

  • Apr-28-2025

    London

  • May-05-2025

    Dubai

  • May-05-2025

    Barcelona

  • May-12-2025

    Istanbul

  • May-12-2025

    Kuala Lumpur

  • May-19-2025

    Paris

  • May-19-2025

    Singapore

  • May-26-2025

    Amsterdam

  • May-26-2025

    London

  • June-02-2025

    Barcelona

  • June-02-2025

    Dubai

  • June-16-2025

    Kuala Lumpur

  • June-16-2025

    Istanbul

  • June-16-2025

    Paris

  • June-16-2025

    Singapore

  • June-23-2025

    Amsterdam

  • June-30-2025

    London

  • June-30-2025

    Barcelona

  • June-30-2025

    Dubai

  • July-07-2025

    Dubai

  • July-07-2025

    Barcelona

  • July-14-2025

    Istanbul

  • July-14-2025

    Kuala Lumpur

  • July-21-2025

    Singapore

  • July-21-2025

    Paris

  • July-28-2025

    London

  • July-28-2025

    Amsterdam

  • Aug-04-2025

    Dubai

  • Aug-04-2025

    Barcelona

  • Aug-11-2025

    Istanbul

  • Aug-11-2025

    Kuala Lumpur

  • Aug-18-2025

    Singapore

  • Aug-18-2025

    Paris

  • Aug-25-2025

    London

  • Aug-25-2025

    Amsterdam

  • Sep-01-2025

    Barcelona

  • Sep-01-2025

    Dubai

  • Sep-08-2025

    Kuala Lumpur

  • Sep-08-2025

    Istanbul

  • Sep-15-2025

    Singapore

  • Sep-15-2025

    Paris

  • Sep-22-2025

    Amsterdam

  • Sep-29-2025

    Barcelona

  • Sep-29-2025

    Dubai

  • Sep-29-2025

    London

  • Oct-06-2025

    Dubai

  • Oct-06-2025

    Barcelona

  • Oct-13-2025

    Kuala Lumpur

  • Oct-13-2025

    Istanbul

  • Oct-20-2025

    Singapore

  • Oct-20-2025

    Paris

  • Oct-27-2025

    London

  • Oct-27-2025

    Amsterdam

  • Nov-03-2025

    Barcelona

  • Nov-03-2025

    Dubai

  • Nov-10-2025

    Istanbul

  • Nov-10-2025

    Kuala Lumpur

  • Nov-17-2025

    Paris

  • Nov-17-2025

    Singapore

  • Nov-24-2025

    London

  • Nov-24-2025

    Amsterdam

  • Dec-01-2025

    Dubai

  • Dec-01-2025

    Barcelona

  • Dec-08-2025

    Kuala Lumpur

  • Dec-08-2025

    Istanbul

  • Dec-15-2025

    Paris

  • Dec-15-2025

    Singapore

  • Dec-22-2025

    Amsterdam

  • Dec-29-2025

    London

  • Dec-29-2025

    Dubai

  • Dec-29-2025

    Barcelona

Course Details

Course Outline

5 days course

Introduction to Financial Advising

 

  • Overview of financial advising
  • Types of financial advisors
  • Regulatory requirements and industry standards
  • Ethics and professional conduct

Investment Strategies

  • Asset allocation and diversification
  • Risk vs. return
  • Investment vehicles (stocks, bonds, mutual funds, etc.)
  • Fundamental vs. technical analysis

Retirement Planning

  • Types of retirement accounts (401k, IRA, Roth IRA, etc.)
  • Social security benefits
  • Retirement income planning
  • Tax implications of retirement planning

 

Risk Management

  • Types of risk (market, credit, liquidity, etc.)
  • Risk management strategies
  • Insurance products (life, disability, long-term care, etc.)
  • Estate planning

 

Client Communication

  • Effective communication skills
  • Active listening and empathy
  • Client profiling and needs analysis
  • Building and maintaining client relationships

Course Video