Welzia Training
This course is an introduction to Portfolio Management in which, following a brief review of the Spanish fiscal system, basic investment concepts and portfolio management methodologies are explained.
The course, the duration of which ranges between 6 to 9 hours, comprises training modules with a maximum duration of 25 minutes each. During these, questions are posed to evaluate the degree of comprehension of the user who, once the final exam is passed, obtains an accreditation certificate online.
This demonstration contains the first half of the Risk chapter, in the
Basic Investment Concepts section.
This training activity comes under the recommendations of the National Commission
of Market Values of promoting knowledge of financial products and markets.
Even though a specific e-learning platform was developed so that Welzia could integrate this course on its website, preserving its corporate image and privately managing its clients, a version compatible with SCORM was also designed for its integration on standard LMS (Learning Management Systems) platforms.
