This DIXONTECH course builds the essential knowledge and professional skills required for success as a financial advisor. Participants will gain a deep understanding of financial planning principles, investment products, client relationship management, and ethical advisory practices. The course equips participants with the analytical and interpersonal skills needed to guide clients toward informed and sustainable financial decisions.
The course blends expert-led sessions, interactive discussions, and case studies that simulate real client scenarios. Participants will practice financial planning, conduct portfolio analysis, and design client investment strategies using modern financial tools to ensure both technical mastery and strong client relationship management.
Group & Corporate Discounts: Available for companies enrolling multiple participants to help maximize ROI. Individual Discounts: Offered to self-sponsored participants who pay in full and upfront. Registration Process: Corporate nominations must go through the client’s HR or Training department. Self-nominations must be prepaid via the “payment by self” option. Confirmation: All registrations are subject to DIXONTECH’s approval and seat availability. Refunds: Provided in case of course cancellation or no seat availability. Tax Responsibility: Clients are responsible for any local taxes in their country.