ISIAS - Institute for Intelligence Studies and Strategic Analysis
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Financial and Commercial Intermediary (Broker) – COR 331103

11 luni / 11 monthsHibrid / Hybrid (online + sesiuni cu prezență fizică)

Professional training programme in financial market analysis, investment and risk assessment, commercial intermediation and portfolio management, designed to develop practical economic and financial competencies.

Key modules

  • —Fundamentals of Financial and Commercial Intermediation
  • —Financial Market and Economic Trend Analysis
  • —Financial Statement Analysis and Asset Valuation
  • —Financial Instruments and Securities Transactions
  • —Financial and Investment Risk Management
  • —Financial Planning and Portfolio Management
  • —Transaction Monitoring and Stock Market Analysis
  • —Credit Rating Analysis and Client Risk Assessment
  • —Financial and Commercial Negotiation
  • —Professional Communication and Client Relationships
  • —Financial Research, Synthesis and Reporting
  • —Practical Financial Analysis and Intermediation Exercises

Learning outcomes

  • —Analyse economic trends and financial market developments
  • —Interpret financial statements and economic indicators
  • —Assess equities, assets and financial instruments
  • —Identify and evaluate financial and investment risks
  • —Prepare financial forecasts and analytical summaries
  • —Understand securities trading mechanisms
  • —Monitor stock markets and financial transactions
  • —Develop and assess investment portfolios
  • —Analyse credit ratings and client risk profiles
  • —Prepare financial plans and analytical recommendations
  • —Apply commercial negotiation techniques
  • —Communicate professionally with clients and financial specialists

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