Financial Advisory Expert Program

MIFID II Certification

ENROLL NOW
DOWNLOAD GUIDE

5

Months

201 hours

100%

Online

E-learning and asynchronous

Recognized by
CNMV

 

Home > Programas formativos > Certificaciones > Programa en Asesoramiento Financiero. Preparatorio EFA

WHY CHOOSE THE PROGRAM

Why choose the Financial Advisory Program.
MIFID II Certification?

Adapted to MiFID II regulations and recognized by the CNMV.

The evolution of the financial sector has led to the development of new control and advisory tools. MiFID II is a European regulation on Markets in Financial Instruments that requires all financial advisors to meet training and transparency requirements with investors, with the aim of improving security levels in European financial markets.

The Financial Advisory Expert Program, MIFID II Certification, is designed to equip you with the knowledge and skills to provide financial advice and guidance to your clients. In this online financial advisory course, students who pass the program exam will be certified according to CNMV (Spanish National Securities Market Commission) criteria.

Do you have any questions?

SUMMARY

Financial Advisory Expert Program

The Financial Advisory Expert Program, MIFID II Certification, is designed to equip you with the knowledge and skills to provide financial advice and guidance to your clients.

Modality

100% online. Available year-round.

Este programa se imparte en modalidad 100% virtual con 37 horas de clases en directo.

Duration

5 months. 201 hours.

Exam dates

2026: February 19th, May 21st, September 24th, December 3rd.

Price

1,200 €

ENROLLMENT

Enroll now

The cost of the program is 1,200 €.
SINGLE PAYMENT
TWO INSTALLMENTS
THREE INSTALLMENTS
CONTENTS

Contents fully adapted to MiFID II regulations and recognized by the CNMV.

The program is structured into 10 modules designed to equip you with all the necessary competencies to provide comprehensive and secure financial advice to your clients.

1. FINANCIAL INSTRUMENTS AND MARKETS

Fixed income, equities, derivatives, foreign exchange.

2. UCIs (INVESTMENT FUNDS AND COMPANIES)

Overview, types, analysis and selection.

3. PORTFOLIO MANAGEMENT

Binomio rentabilidad-riesgo, hipótesis de Normalidad de la rentabilidad, Teoría de Carteras y medición de resultados.

4. INSURANCE

Regulatory market, study of the main life insurance-savings options.

5. RETIREMENT PLANNING

Pension plans and basic principles of retirement planning.

6. REAL ESTATE PLANNING

Basic principles, tools and vehicles.

7. CREDIT AND FINANCING

Main products, credit risk analysis, financial leverage, debt consolidation and insolvency management.

8. PERSONAL INCOME TAX

(IRPF). Study of the taxation of the main financial products.

9. REGULATORY COMPLIANCE

Provision of investment services, regulations governing market abuse, prevention of money laundering and data protection.

10. FINANCIAL PLANNING

Personal banking. Private banking. «Investment plan» vs. «financial planning».
MORE INFORMATION

Continuous Training & MIFID II Recertification

SANFI offers a dedicated program where you can complete your MIFID II recertification course. Stay up-to-date with market regulations through our Continuous Training program.

Recognized by the CNMV

Students who pass the program exam will be certified according to CNMV (Spanish National Securities Market Commission) criteria.

Centre Accredited by EFPA Spain

SANFI is an EFPA Spain accredited center, and this training program is tailored to the requirements set by the institution to pass the EFA© (European Financial Advisor) certification exam.
Échale un vistazo a la guía académica

¿Quieres conocer todos los detalles de la formación? MIFID INGLÉS V2.

Completa el siguiente formulario y te enviaremos la guía completa, gratis y sin compromiso.