They are 185 professionals di Fideuram e Sanpaolo Invest who have received thecertificate di wealth advisor at the end of a rigorous training course offered by Campus Fideuram. The delivery ceremony was held in the evocative setting of the Aula Magna of the Catholic University of the Sacred Heart of Milan, attended by illustrious speakers, including academics and managers of Fideuram – Intesa Sanpaolo Private Banking. The speeches and roundtables provided a valuable opportunity to explore current market-related topics and emerging opportunities in the financial landscape.
“I commend each of our financial advisors for their time and dedication in undertaking such a challenging course of study. An important investment in their professionalism and their future – he commented Fabio Cubelli co-general manager of Fideuram-Intesa Sanpaolo Private Banking –. I am convinced that training activities of this level can contribute to developing the financial culture of our country. For its part, Fideuram will continue to invest in preparation and updating, with particular attention to the integration paths of young people, the future of our company. To do this, we are planning further important investments aimed at increasing the accommodation capacity of the Fideuram Campus, through the availability of new classrooms".
The training path
The training course was developed to cover the five specific professional skills of the figure of the financial advisor and in line with regulatory requests and concern: Service Model, Products and Services, Profession, Scenarios and Markets and Operational Tools. Through a combination of classroom and online courses, with the completion of an exam (written and oral), consultants have honed their skills, allowing them to offer more informed and targeted advice to clients.
The collaboration between the Fideuram Campus and the Catholic University of Milan, explains a note, has played a fundamental role in guaranteeing the quality and validity of this training program. With over 1.200 financial advisors already certified, the Fideuram Campus continues to play a significant role in improving professionalism in the sector.
