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Postgraduate Online Course in Financial Information and Assessment
Postgraduate Online Course in Financial Information and Assessment
Become an accredited financial advisor through this postgraduate course, which has been approved by the National Securities Market Commission (CNMV), to be included in the list of courses that accredit the training necessary to perform financial information and assessment functions, in accordance with the European MiFID II regulations.
With the Postgraduate Online Course in Financial Information and Assessment, you will acquire knowledge of financial products and related markets, as well as the influence of the economicfinancial environment in which they are developed. This will allow you to transmit the appropriate information and provide correct advice to your clients.
Why choose this program
Director of international prestige
The postgraduate director, Xavier Puig, holds management positions in leading entities in the financial sector, as well as being part of the prestigious Department of Economics and Business at UPF. He is also an influential leader in the sector with frequent opinions in the media, where he has dealt with different financial issues.
Gain a professional advisor accreditation
The postgraduate course is included in the list of programs of the CNMV, National Securities Market Commission, which will accredit you as trained personnel for advising on investment products and services, as established in the European MiFID II directive.
Learn from industry professionals
You will train, on the one hand, with UPF professors, whose area of Economics and Business has been rated 1st in Spain, 3rd in Europe and 46th in the world, by the Times Higher Education ranking. And, on the other hand, with renowned professionals who will contribute their knowledge and experience to apply theory to practice.
Who is it for?
The program is aimed at professionals who provide information and/or offer financial advice to clients and professionals who need to be accredited through the CNMV, in accordance with the European MiFID II regulations.
Accreditations
The postgraduate course is included in the list of programs of the CNMV, National Securities Market Commission, which will accredit you as trained personnel for advising on investment products and services, as established in the European MiFID II directive.
Curriculum
The Postgraduate Online Course in Financial Information and Assessment is made up of 6 subjects that are carried out consecutively and completely remotely.
At the end of the subjects, a final exam is taken on-campus in which the whole program will be evaluated.
Complementary activities
This course has been approved by the National Securities Market Commission (CNMV) to be included in the list of courses that certify the training necessary to provide information and financial advice functions, in accordance with the European MiFID II regulations.
Qualification obtained
Once you have passed the program, you will be awarded the degree of Curso de Postgrado en Información y Asesoramiento Financiero, issued by Pompeu Fabra University.
Faculty
On the one hand, you will train with professors from the Department of Economics and Business at Pompeu Fabra University. On the other, with recognized professionals who will contribute their knowledge and experience to apply theoretical knowledge to current practice.
Academic directors
Senior Lecturer BSM
Lecturer BSM
Faculty
Senior Lecturer BSM
Senior Lecturer BSM
Adjunct professor BSM
Lecturer BSM
Lecturer BSM
Senior Lecturer BSM
Senior Lecturer BSM
Methodology
At UPF Barcelona School of Management we are committed to a flexible and dynamic online model, whose objective is to place you as a participant at the centre of the process and to be the owner of the development of your learning.
To facilitate the day-to-day management and the achievement of academic goals, you will have 24/7 access to the virtual environment so that you can organize your study without schedules and at your own pace.
As such, you will acquire knowledge, and instrumental and aptitude skills while combining training with your work and personal life, making the most of the time you have for it.
Interactive teaching materials
Various materials and formats will make your experience more motivating: videos, case studies, content maps and downloadable resources. Designed and updated periodically by professionals and experts in the field, they put at your disposal the latest knowledge, skills, and tools to take your career to the next level.
Active and collaborative learning
Participation and discussion with your classmates and teachers are essential to the collaborative learning process. We will provide you with various tools such as the Discussion Forum, where you can propose new topics for debate, comment on and answer questions presented by the teacher or respond to interesting comments.
Streaming sessions with experts
Through videoconference sessions with the expert teacher or special guests, you will be able to ask questions, discuss your learning and connect in real time as if you were all in the same place. To ensure the flexibility of the training, we record the sessions so that you can refer to them if you have not been able to connect.
Personalized help
You will have the support of the expert tutor, who will guide you through each didactic unit; the help of the coordinator and the program manager in the delivery of activities, qualifications, management of procedures or access to services, and the guidance of the career advisor in the improvement of your personal brand and the search for professional opportunities.
Evaluation
On-campus exam.
Tools
The learning process is characterized by its flexibility, since, in the virtual learning environment, the structure of the school calendar and the diversity of multimedia resources which are made available to the student allows them to acquire knowledge in a self-regulated manner.
The support of the teaching staff and interaction with classmates is carried out by making use of a wide variety of communication channels that facilitate proximity and didactic dialogue.
Professional Future
The Postgraduate Online Course in Financial Information and Assessment prepares all professionals in the financial environment to be able to provide information and advise correctly on products and services to those clients who request it, within the framework of the entry into force of the new European MiFID II directive.
Student profile
You will share a virtual classroom with active professionals from the financial sector who have a common background (Accounting and Finance, Economics, Business Administration, or Law), from different national and international origins, who seek flexible quality training, which allows them to combine their working and personal life with academic experience.
Career opportunities
After complying with the training requirements required by MiFID II, you will be able to develop advisory and information functions on investment matters, in any entity that carries out these activities within the financial sector.
Personnel who provide information or advise clients in financial entities:
- Office directors
- Personal and private banking managers
- Other posts in the bank
Personnel who provide information or advise clients in other entities related to financial markets such as:
- Portfolio Manager of Collective Investment Institutions (SGIIC)
- Securities Agencies
- Securities Companies
Admission and enrolment
Our admission process consists of a rigorous evaluation of each application to preserve the quality of the group as well as the training, experience, and work capacity of all students.
Who can apply?
A university degree is needed to apply.
Those participants who, having passed the course, cannot prove possession of a university degree, will receive a certificate of completion issued by the UPF Barcelona School of Management.
Those participants who do not have Spanish as one of their mother tongues or who did not have it as a teaching language in their training studies, must prove that they have at least a B2 level of Spanish (Common European Framework of Reference), as well as fluently take part in a personal interview with the academic director, if necessary.
How to apply?
To apply for admission to this program, students must read and accept the Terms and Conditions of Contract once they start the application for admission through the following form.
Application for admission
Complete your application within the next admission rounds:
| Round | Application deadline | Admission resolution |
|---|---|---|
| 1 | 10/11/2021 | 25/11/2021 |
| 2 | 01/12/2021 | 16/12/2021 |
| 3 | 16/12/2021 | 31/12/2021 |
| 4 | 12/01/2022 | 27/01/2022 |
| 5 | 02/02/2022 | 17/02/2022 |
| 6 | 23/02/2022 | 10/03/2022 |
| 7 | 16/03/2022 | 31/03/2022 |
| 8 | 06/04/2022 | 28/04/2022 |
| 9 | 27/04/2022 | 12/05/2022 |
| 10 | 18/05/2022 | 02/06/2022 |
| 11 | 08/06/2022 | 23/06/2022 |
| 12 | 22/06/2022 | 07/07/2022 |
| 13 | 06/07/2022 | 21/07/2022 |
| 14 | 19/07/2022 | 29/07/2022 |
| 15 | 01/09/2022 | 16/09/2022 |
| 16 | 14/09/2022 | 30/09/2022 |
| 17 | 05/10/2022 | 20/10/2022 |
| 18 | 19/10/2022 | 03/11/2022 |
Applications for admission will be evaluated when you complete the following steps:
- Complete the online admission form.
- Pay the €120 admission fee. This amount will be returned if you are not admitted.
- Send the following documents through the online platform e-registrar:
- Presentation letter or video
- CV
- Scanned copy of university degree (if you are in the last year of your degree, you can provide your academic records)
- Scanned copy of Transcript of Records. Make sure that it includes your GPA (Grade Point Average)
- Scanned copy of ID Card or Passport
- Passport-size photo (jpg format)
Additional documents may be requested in certain cases.
Application rounds are subject to the number of places available on the program.
Admission
- The Admissions Committee will select the candidates on the basis of a personal or CV-based interview.
- You will be notified of the admission decision in writing.
Enrolment
- Registration must be paid within a 15 days after the admission.
- Once the letter of acceptance to the program has been received, you will need to submit the following original documents before the course begins:
- Stamped and/or authenticated photocopy of your university degree.
- If you have a foreign degree you may need to submit additional documents.
- Paying the reservation fee (25% of the program's tuition fees) is essential in order to reserve your place
- If you pay the tuition fees by bank transfer you will be required to introduce the program code. The program code for this course is 3326.
- The remaining tuition fees must be paid 2 weeks before the start of the course.
Grants, scholarships and financing
Scholarships
The UPF Barcelona School of Management offers you different means of financing so that you can take any of our programs without worry. We offer you the opportunity to finance part of your program, either by rewarding your talent through scholarships, through grants from entities dedicated to promoting education or through collaboration agreements with financial entities.
Grants and discounts
Funding
Financing simulator
You can choose how to finance your studies by consulting our simulator and receive an answer in less than 24 hours.
Collaborating entities
In addition, UPF Barcelona School of Management collaborates with various banks and financial entities which provide study loans on favorable terms. For more information you can contact any of the following links (in Spanish).
Note, however, that in order to benefit from these special conditions you must have a NIE if you are not a European Citizen. Therefore, UPF Barcelona School of Management strongly recommends international students to seek first for students loans at bank entities of their country of origin, or to search for funding opportunities through international entities.
The Agency for Management of University and Research Grants of Catalonia (AGAUR, in Spanish) also offers loans to university students with legal residence in Catalonia through the PREPOST program.
Language: Spanish