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Corporate

European Financial Advice (EFA)

Corporate 100 h

Introduction

Training in «European Financial Advice (EFA)»covers a wide range of topics, from the European Union financial regulations up to the portfolio management and personalised financial planning. Through this training course, you will gain an in-depth understanding of financial legislation and the best practices in advisory services, enabling you to offer high-quality financial services and comply with the ethical standards y legal required by the European market. Furthermore, this training also focuses on the development of interpersonal skills and communication skills, which are essential for building strong relationships with clients and providing them with effective, personalised financial advice.

Objectives

  1. Understanding the Financial System.

  2. To analyse the Monetary Policy.

  3. Mastering the Fixed-Income Markets.

  4. Explore the Equity Markets.

  5. Understanding the Derivative Products.

  6. Mastering the Financial Planning.

Table of Contents

TEACHING UNIT 1. THE FINANCIAL SYSTEM, MONETARY POLICY AND MACROECONOMIC INDICATORS:

  1. Introduction to the Financial System: Assets, Markets and Intermediaries.
  2. Monetary Policy.

TEACHING UNIT 2. FIXED-INCOME MARKETS:

  1. Characteristics of Fixed-Income Securities and the Government Debt Market.
  2. Private Fixed-Income Market.
  3. The Rating.
  4. Valuation and Risks of Fixed-Income Assets.

TEACHING UNIT 3. EQUITY MARKETS:

  1. An Introduction to the Stock Markets.
  2. The Stock Market.
  3. Special Stock Market Transactions.
  4. Stock Market Indices.
  5. Fundamental Analysis.

TEACHING UNIT 4. DERIVATIVES MARKETS:

  1. Introduction to Derivatives. Forwards and Futures.
  2. Options.

TEACHING UNIT 5. INVESTMENT SELECTION

TEACHING UNIT 6. COLLECTIVE INVESTMENT SCHEMES

TEACHING UNIT 7. FINANCIAL PLANNING

TEACHING UNIT 8. TAXATION

  1. Personal Income Tax: General Framework.
  2. Personal Income Tax: Specific Framework.
  3. Corporation Tax.

TEACHING UNIT 9. SOCIAL SECURITY, INSURANCE AND PENSION SCHEMES

TEACHING UNIT 10. PROPERTY PLANNING

TEACHING UNIT 11. COMPLIANCE WITH REGULATIONS

  1. Provision of Investment Services.
  2. Market Abuse.
  3. Prevention of Money Laundering and Terrorist Financing.
  4. Data Protection.

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