INVESTMENT SERVICES: TRAINING
Advice or delegation?
Two paths with the same goal: help with your investments from Bankinter experts, developing an investment strategy tailored to your needs.
WORKSHOPS WITH EXPERTS
Not sure which path to choose?
Bankinter's Workshops with Experts give you the opportunity to continue learning and get answers to all your questions, whether through online or in-person sessions.
Investment Services Workshops
Content Investment Services Workshops
Delegation or advice.
A workshop designed teach you about two types of investment services: delegation and advice
What will you learn?
- The definition of investment services
- Types of investment services: delegation and advice
- Main differences between the two types
- Assets included in the portfolios
- Risk profile
- The analysis team: their role as experts
- The importance of knowing what type of investor you are
Select your location and find the dates of our Investment Services workshop.
Infographics
Our infographics will help you choose the best path based on your financial goals, investor profile and investment preferences.