from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Services Course provides a straightforward, hands-on approach to collecting client information, assessing cash flow, creating 12-month plans, and developing retirement and investment strategies with tax considerations. You'll learn to evaluate insurance and benefits, record advice, and communicate effectively using ethical, client-centred principles to offer reliable, top-notch planning and continued support.
Elevify advantages
Develop skills
- Data-focused client assessment: swiftly collect, confirm, and arrange essential financial details.
- Hands-on cash-flow and debt review: identify hazards and rank steps promptly.
- Retirement and tax-efficient investing: create uncomplicated, affordable, varied investment sets.
- Insurance and benefits improvement: align protection, perks, and actual client requirements.
- Straightforward client interaction: present brief plans, updates, and moral direction.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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