{"id":7708,"date":"2026-06-10T08:03:03","date_gmt":"2026-06-10T08:03:03","guid":{"rendered":"https:\/\/www.educa.pro\/moocs\/asesor-de-productos-inversion\/"},"modified":"2026-06-10T08:03:03","modified_gmt":"2026-06-10T08:03:03","slug":"investment-product-adviser","status":"publish","type":"mooc_course","link":"https:\/\/educa.pro\/en\/curso\/asesor-de-productos-inversion\/","title":{"rendered":"Investment Product Adviser"},"content":{"rendered":"<p>In the field of <strong>administration and management<\/strong>, it is necessary to understand the different fields of the <strong>investment product advice<\/strong>, within the professional field of finance and insurance. With this training programme in <strong>Investment Product Adviser<\/strong> Students will be able to <strong>to gain knowledge<\/strong> on regulatory frameworks, markets, tax advice and carrying out financial calculations. This training is essential for those seeking training in the <strong>investment advice<\/strong>, whether as financial advisers, portfolio managers or professionals working in financial institutions. It is also of interest to those <strong>individual investors<\/strong> who wish to make informed decisions about their own money.<\/p>","protected":false},"excerpt":{"rendered":"<p>This training course in Investment Product Advisory is aimed at financial advisers and planners, financial services professionals, students and graduates \u2013 in short, anyone with an interest in the world of investment and finance.<\/p>","protected":false},"featured_media":0,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"educalms_repo_code":"AFO017859","educalms_repo_id":"2292301","educalms_lang":"es","educalms_duration":"40","educalms_duration_type":"693","educalms_image":"https:\/\/cdn.educalxp.ai\/ficheros\/img_cursos\/243581\/243581.jpg","educalms_tags":"asesor\/a, productos, inversi\u00f3n, asesoramiento, mercados, matem\u00e1ticas.","educalms_tittle":"Asesor de Productos Inversion","educalms_type_of_training":"754","educalms_description":"<p>En el \u00e1mbito de la <strong>administraci\u00f3n y gesti\u00f3n<\/strong>, es necesario conocer los diferentes campos de la <strong>asesor\u00eda de productos de inversi\u00f3n<\/strong>, dentro del \u00e1rea profesional de finanzas y seguros. Con esta acci\u00f3n formativa en <strong>Asesor de Productos Inversi\u00f3n<\/strong> el alumnado ser\u00e1 capaz de <strong>adquirir conocimientos<\/strong> sobre la regulaci\u00f3n normativa, mercados, asesoramiento fiscal y aplicar c\u00e1lculos financieros. Esta formaci\u00f3n es esencial para aquellos que buscan una formaci\u00f3n en el <strong>asesoramiento de inversiones<\/strong>, ya sea como asesores financieros, gestores de carteras o profesionales en instituciones financieras. Tambi\u00e9n es interesante para los <strong>inversores individuales<\/strong> que deseen tomar decisiones informadas sobre su propio dinero.<\/p>","educalms_objectives":"<ul><li><p>Adquirir <strong>conocimientos sobre<\/strong> la regulaci\u00f3n normativa, mercados, asesoramiento fiscal y aplicar c\u00e1lculos financieros.<\/p><\/li><li><p>Comprender las <strong>regulaciones financieras nacionales<\/strong> y su impacto en el asesoramiento de inversiones.<\/p><\/li><li><p>Entender los <strong>conceptos econ\u00f3micos<\/strong> clave que influyen en las decisiones de inversi\u00f3n.<\/p><\/li><li><p>Identificar los <strong>conceptos y estrategias<\/strong> relacionados con los instrumentos de renta fija. <\/p><\/li><\/ul>","educalms_what_prepares_you_for":"<p>Esta acci\u00f3n formativa en <strong>Asesor de Productos Inversi\u00f3n<\/strong> te prepara para desempe\u00f1ar roles de <strong>asesor\/a financiero\/a<\/strong>, ya que esta formaci\u00f3n te proporciona el conocimiento t\u00e9cnico y regulatorio necesario para ofrecer <strong>asesoramiento financiero<\/strong> s\u00f3lido a los clientes. Tambi\u00e9n te prepara para <strong>calcular la rentabilidad<\/strong> de inversiones y c\u00f3mo trabajar con diferentes tipos de inter\u00e9s, para comprender el contexto econ\u00f3mico en el que opera, etc.<\/p>","educalms_audience":"<p>Esta acci\u00f3n formativa en <strong>Asesor de Productos Inversi\u00f3n <\/strong>est\u00e1 dirigido a asesores y planificadores financieros, <strong>profesionales de servicios financieros<\/strong>, estudiantes y graduados, en general, a todas aquellas personas interesados en el mundo de las <strong>inversiones y finanzas<\/strong>.<\/p>","educalms_academies":"900","educalms_area_group":"Corporativo","educalms_area_id":"16","educalms_area_name":"Gesti\u00f3n Empresarial y Finanzas","educalms_academy_ids":"900"},"mooc_category":[974,1006,982],"class_list":["post-7708","mooc_course","type-mooc_course","status-publish","hentry","mooc_category-corporativo","mooc_category-finanzas","mooc_category-gestion-empresarial-y-finanzas"],"_links":{"self":[{"href":"https:\/\/educa.pro\/en\/wp-json\/wp\/v2\/mooc_course\/7708","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/educa.pro\/en\/wp-json\/wp\/v2\/mooc_course"}],"about":[{"href":"https:\/\/educa.pro\/en\/wp-json\/wp\/v2\/types\/mooc_course"}],"wp:attachment":[{"href":"https:\/\/educa.pro\/en\/wp-json\/wp\/v2\/media?parent=7708"}],"wp:term":[{"taxonomy":"mooc_category","embeddable":true,"href":"https:\/\/educa.pro\/en\/wp-json\/wp\/v2\/mooc_category?post=7708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}