About Course
The Bachelor in Financial Advisory prepares students to manage a client portfolio and recommend banking, insurance, financial and real estate products and services. The profession is practised in bank branches, insurance companies, credit institutions, advisory firms and estate agencies, involving direct contact with clients.
Depending on their experience, financial advisers may support:
• Private individuals
• Business and self-employed clients (retailers, tradespeople, liberal professionals and farmers)
• Company directors
The key skills developed include customer relationship management, listening, negotiation, discretion and attention to detail.
Course Modules
Introduction to banking services, the different types of accounts, loans and financial products. Students learn to understand and recommend solutions tailored to clients’ needs.