Financial Advisor Course

Consultique
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Operational Training for Financial Advisors and Future Independent Professionals

We will provide you with the working methodology that has proven successful with more than 24 years of experience. Our training is practical and hands-on, preparing you to deliver a comprehensive independent financial advisory and planning service to your clients.

Consultique has been training independent financial advisors since 2001

Our company offers practical programs and hands-on workshops for financial advisors, leveraging the expertise of our internal specialists in every area of client wealth. Since 2024, we are also the official Italian trainer for the world’s most prestigious financial planning certification, the CFP® (Certified Financial Planner).

Our training differs from traditional banking or insurance programs because it is not tied to the promotion of individual financial products. Instead, it focuses on practical, hands-on experience in providing comprehensive independent financial advisory and planning services to both private clients and businesses.

The instructors are our own independent financial advisors and analysts, each with over 20 years of experience in the sector, actively working with clients and supporting all advisors in the Consultique Network. Our Research Department has also developed the world’s first ETF rating, published weekly in Il Sole 24 Ore.

Taught by our independent financial advisors and analysts, each bringing 20+ years of expertise in the field.
"Traditional" Training
  •  Financial and insurance product promotion
  • Centered on the product rather than the service
  • Sales and negotiation techniques
  • Led by managers or distributors of traditional financial products

 

Formazione "tradizionale"
Independent Training
  •  Related to independent wealth planning and advisory
  • Focused on the service rather than the product
  • Practical and hands-on, aimed at service delivery
  • Led by an independent Research and Analysis Office of analysts and consultants

 

Financial Advisor Course: the training path to become an independent professional

If you want to start your career as an independent financial advisor from scratch, or if you’re planning to leave a bank or financial network to build your own professional practice, our hands-on training program will guide you through every step of your preparation.

This program will equip you with all the practical skills needed to operate independently as a financial advisor — essential to launch your own independent advisory firm or financial consulting practice and make it profitable in a short time.

From daily operations to the use of specialized software tools, you’ll be guided step by step in developing the expertise required to deliver personalized financial advice to your clients.

As an independent financial advisor, you’ll have the freedom to work with all types of clients — from private investors and families to small and large businesses.
Discover our practical training paths designed for the type of clientele you want to serve.

Executive master’s in financial Advisory and Planning

The first program in Italy designed to become an independent financial advisor and obtain the CFP® certification, the most prestigious financial planning credential in the world.

Corporate Master | Independent Advisory for Entrepreneurs and Businesses

A specialized training program designed for those who want to provide independent financial advisory services to businesses.

Financial Advisor Master: Why Choose Consultique

Since 2001, our mission has been to promote independent financial advisory in Italy. We believe that by sharing our experience, more Italian investors can access independent, personalized advisory services that serve their best interests.

By participating in our Financial Advisor Master programs, you will have the opportunity to engage with the founders of independent financial advisory, as well as our advisors who have been active in the market for over 20 years. You will also shorten your own startup timeline by understanding the key factors behind our professional success.

The Master programs will allow you to expand your knowledge, build your professional skills, and effectively communicate your services to clients. The courses are divided into modules, each focusing on specific areas of private or corporate client wealth.

During the in-person workshops, you will have the chance to interact with our experts and network with other future independent financial advisors.

Remote Learning Programs

For years, our practical training programs have been offered remotely via live streaming, allowing anyone to participate from anywhere in Italy or abroad. The course structure is flexible and compatible with participants’ work or study commitments.