Aspectos técnicos de productos financieros
Para poder ofrecer una asesoría responsable y profesional, es necesario tener la capacidad de generar confianza, con una orientación hacia el cliente y un entendimiento profundo del sector financiero. Los diferentes tipos de productos y las implicaciones en términos de rentabilidad, riesgo, liquidez, diversificación y aspectos tributarios son fundamentales para brindar un panorama amplio del sector financiero a un cliente potencial.
What you'll learn
- Entender el funcionamiento de la industria financiera y los diferentes productos y servicios que ofrece.
- Distinguir los productos adecuados para cada cliente de acuerdo con sus características particulares de riesgo, liquidez, rentabilidad esperada e impacto tributario.
- Comprender la importancia de la diversificación y conformación de portafolios.
- Brindar soluciones adecuadas y personalizadas en procura de una mejor planeación financiera del futuro de los clientes.
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| Rating | Not enough ratings |
|---|---|
| Length | 4 weeks |
| Effort | 4 weeks, 4–6 hours per week |
| Starts | On Demand (Start anytime) |
| Cost | $74 |
| From | Universidad del Rosario via edX |
| Instructor | Iván Felipe Rico Gutiérrez |
| Download Videos | On all desktop and mobile devices |
| Language | Spanish |
| Subjects | Business |
| Tags | Economics & Finance |
Get a Reminder
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| Rating | Not enough ratings |
|---|---|
| Length | 4 weeks |
| Effort | 4 weeks, 4–6 hours per week |
| Starts | On Demand (Start anytime) |
| Cost | $74 |
| From | Universidad del Rosario via edX |
| Instructor | Iván Felipe Rico Gutiérrez |
| Download Videos | On all desktop and mobile devices |
| Language | Spanish |
| Subjects | Business |
| Tags | Economics & Finance |
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