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← Finance education
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Articles
Articles
Articles
17
The history of financial advisory in Denmark
History · 7
Understand how the role of financial employee has grown out of savings banks cooperative banks and banks — and why digitalisation has changed your work from cash service to advice.
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A typical working day as a finance employee
Weekday · 8
Get an overview of the tasks you encounter in the bank or insurance company — from customer meetings and credit assessment to case processing and follow-up.
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Systems and tools in the bank
Tools · 7
Learn the IT systems you work with every day — the core banking system, customer overview, online banking and the models that help you assess customers.
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Rules, ethics and responsibility in the financial sector
Rules · 8
Understand the central rules of play in your work — good advisory practice confidentiality anti-money laundering rules and the personal responsibility that comes with managing other people's money.
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Specialties and career paths in finance
Career · 7
See the many directions you can take after finance training — private and business advice credit investment insurance and pension — and what it takes to advance.
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How you become a better driver
The education's structure · 9 min
A combined overview of the path from basic course 1 and 2 over the study year to the main course with speciality — how school and practical training alternate how long it takes and what is needed to get in.
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Wages and employment terms as finance apprentice and trained
Salary and terms · 8 min
How apprentice wages work and increase through the course, what the collective agreement in the financial sector covers, and what conditions await you as a trained financial assistant.
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Rules, authorisations and certificates in finance
Rules and certificates · 9 min
A review of the rules and evidence that matter in finance — from competency requirements to advice and knowledge of money laundering personal data and good practice — and what is legal requirement versus useful options.
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Work environment safety and ergonomics at the finance office
Work environment and safety · 8 min
A thorough review of the work environment in finance — from screen work and ergonomics to mental environment customer pressure and security when handling valuables.
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The finance sector today — jobs, workplaces and future
The industry today · 8 min
A look at where qualified finance assistants work what types of jobs exist what the demand looks like and what digitalisation and new requirements mean for the future of the trade.
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Further and continuing education in finance
Further and continuing education · 8 min
An overview of what you can study further after financial education — higher education via EUX the sector's own specialist programs and ongoing further education.
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Mortgage and the housing loan in practice
Mortgage · 8 min
Mortgage credit is one of the most important tools you encounter as a finance employee, whether you are in a bank or a mortgage institution. The article goes through how a mortgage loan is financed, what loan limits apply to different types of housing, what the contribution rate is, and what this means for your advisory work.
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Investment and securities for beginners
Investment · 8 min
Investment advice is one of the most regulated areas of finance because the customer risks losing money. The article reviews the basic product types, MiFID II's requirements for suitability and appropriateness testing, and how you match products to the customer's risk profile.
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Pension and life insurance — security in the long run
Pension and insurance · 8 min
Pension and life insurance are about securing the customer financially over an entire lifetime — and beyond. The article reviews the different parts of the pension scheme, why life insurance and beneficiary are important to keep track of, and why pension advice requires the same thoroughness as investment advice.
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Digital security and fraud prevention in banking
IT security · 8 min
Digitalization has made banking easier but has simultaneously opened new doors for fraudsters. The article reviews MitID the most common fraud methods — phishing smishing and vishing — and how you as a finance employee are an important part of the defense against financial crime targeting customers.
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Complaints, Financial Supervisory Authority and appeals bodies
Inspection and complaints · 8 min
Even the best advice can end in a complaint. The article covers the Financial Supervisory Authority's role what a complaint typically looks like from the company's own complaint handling to the Financial Appeals Board and why good documentation is your best protection if a case is complained about.
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Sustainable finance and ESG consulting
Sustainability · 8 min
Sustainability has gone from being a side track to being a fixed part of financial advice. The article explains ESG SFDR and EU taxonomy in plain language how green loans work and why you as an adviser should also ask about the customer's attitude to sustainability.
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