Superior Product Financial Advisory Program (eip)

CESTE Business School

Program Description

Read the Official Description

Superior Product Financial Advisory Program (eip)

CESTE Business School

Preparatory Program for the EIP (European Investment Practitioner)

GOALS

  • Complement and deepen the knowledge about professional financial products of medium range of the commercial networks of the entities.
  • Provide theoretical and practical knowledge to respond to the needs of customers.
  • Optimize the relationship with the customer by means of an improvement of the critical and technical capacity of the employees of the commercial network.

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 6 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. Intermediate Test 1: Financial Instruments and Markets
  3. Funds and investment trust companies
  4. Portfolio management
  5. Insurance
  6. Pensions and Retirement Planning
  7. Intermediate test 2: Investment funds, Portfolios, Insurance, Pensions
  8. Taxation of investment
  9. Regulation and regulation
  10. Financial Planning
  11. Final test
This school offers programs in:
  • English
  • Spanish


Last updated October 23, 2017
Duration & Price
This course is Online
Start Date
Start date
Open Enrollment
Duration
Duration
6 months
Part time
Full time
Price
Price
1,625 EUR
Information
Deadline
Locations
Bolivia - Cochabamba
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Bolivia - La Paz
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Bolivia - Oruro
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Bolivia - Santa Cruz
Start date: Open Enrollment
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Spain - Zaragoza
Start date: Open Enrollment
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Dates
Open Enrollment
Spain - Zaragoza
Application deadline Request Info
End date Request Info
Bolivia - Cochabamba
Application deadline Request Info
End date Request Info
Bolivia - La Paz
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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