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American Matech
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  • Classroom Courses
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American Matech

Financial Advisor Basics

Course Information

  • the date

14/04/2025

  • Duration

5 days

  • The city

London

  • Cost
  • Type

in-house

Course details

The “Financial Advisor Basics” course is a training course that aims to provide the foundations that a financial advisor needs to be able to provide effective financial advice to individuals and companies. In this course, participants will learn about the tasks of a financial advisor and his basic tools in analyzing the client’s financial situation, providing investment advice, and helping them make strategic financial decisions to achieve their financial goals. The course will cover financial analysis methods, understanding financial markets, economic trends, and how to provide financial guidance based on the client’s needs.

أهداف كورس أساسيات المستشار المالي:

التعرف على المهام والمسؤوليات الأساسية للمستشار المالي.
تعلم كيفية تقديم استشارات مالية متكاملة للأفراد والشركات.
فهم أدوات التحليل المالي وكيفية استخدامها لتقييم الوضع المالي للعميل.
اكتساب المهارات اللازمة لتوجيه العملاء في استراتيجيات الاستثمار والتخطيط المالي.
تعلم كيفية تقديم المشورة المالية في حالات مختلفة مثل التقاعد، الضرائب، والميراث.
تعزيز القدرة على تقييم المخاطر المالية وتقديم حلول فعّالة للتخفيف منها.
تعلم التعامل مع احتياجات العملاء المتنوعة وفهم الأهداف المالية المختلفة.

من يجب عليه حضور كورس أساسيات المستشار المالي؟

المستشارون الماليون الجدد الذين يرغبون في تعلم الأساسيات.
الأفراد المهتمون بالتحول إلى مهنة الاستشارات المالية.
العاملون في قطاع البنوك أو التأمين أو المؤسسات المالية الذين يرغبون في تطوير مهاراتهم الاستشارية.
المدربون الماليون والمحاسبون الذين يسعون لتوسيع نطاق معرفتهم في تقديم الاستشارات المالية.
الطلاب في تخصصات المالية أو الاقتصاد الذين يرغبون في دخول مجال الاستشارات المالية.

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