Continuing training, according to the Training Law, included in Royal Decree 287/2021, of April 20.
Continued income from portfolio management.
Initially, your goal will be to connect with people to educate them about the benefits of financial education and advice, showing them how these services can positively impact their financial well-being. You will be the one who listens to the initial aspirations of each client and guides them towards the figure that best suits their needs. Your job will be to spark their interest, presenting them with a clear vision of the path they can take with the support of the Educator and the Planner to build a stable and personalized financial foundation together.
(Optional). Later, you will be able to lead and develop your team, combining all the skills acquired. You will supervise and coordinate a team of financial promoters, planners and educators.