The Steps Needed To Become A Financial Advisor

Working in the banking sector is the dream of many: a prestigious profession that promises above-average earnings. But the doors of banks don’t open to everyone.

The increase in the complexity of financial and banking operations requires qualified preparation even for those who can already boast work experience, and which can be acquired with a master’s degree in banking and finance.

Become a professional in bank credit and finance

It is true that to work in the bank, a diploma is enough, but to become professionals of the credit system and high-level finance, nowadays you must be able to count on a wide range of specialized skills. After a university career in line with the professional needs of the banks (Economics, Statistics, Management Engineering, Law, etc.) and a short practical experience in the financial or control areas, to access a banking role or for career advancement there he wants the right push.

And when we talk about “push”, we are talking about a high professional training course: the most suitable way to consolidate and specialize your skills and to burn the stages of what could be, at best, a long professional apprenticeship.FINANCIAL MARKET PROFESSIONAL PROGRAM

The right training path: Here are the masters to work in the bank

For the choice of the right FINANCIAL MARKET PROFESSIONAL PROGRAM, it is essential to verify that the advanced training course is recognized at the national level and ensures the effective adherence of the preparation to banks’ professional skills needs.

What does the financial advisor do?

The financial advisor (formerly financial promoter) is a professional who deals with providing financial advice and planning to anyone who needs it. Its role is to analyse the performance of the financial markets and identify opportunities and risks for client investments, in accordance with the expected needs.

Two types of financial advisors need to be distinguished:

Independent financial advisors- are those consultants who exercise their profession independently from banking or financial institutions, insurance companies and are remunerated through a fee directly from the customer.

Non-independent financial advisors – they are those who deal with consultancy but who work on behalf of other entities, such as banks.

So what is the most suitable path to becoming a financial advisor?

Diploma- The first step to becoming a financial advisor is to have a Diploma from an upper secondary education institution.

Degree- The most appropriate path to become a financial consultant and acquire in-depth training is through the university course of economic subjects. It is not mandatory to have a university degree.

Evaluation test- It is necessary to have passed a test that aims to verify knowledge in the economic and legal field to enrol in the register of financial advisors. The exam takes place every year.

Registration in the Register- If you meet the requirements listed above it will be possible to register in the register of financial advisors.

Financial advisors training

To acquire the technical and professional knowledge necessary to pass the qualifying exam and undertake the profession, specialized training courses can be taken.

But the profession of a financial advisor has a lot to do with current affairs. It is an activity in constant evolution and for which constant updating is required in the field. For this reason, in order to offer customers advice that is always in step with the times, it is essential not to neglect continuous training by following professional updating courses provided by ASSK academy of business management.

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