Log in
Choose your language

Insurance and Pension Course

Insurance and Pension Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

This course develops practical skills for designing retirement income strategies, evaluating pension options, and determining appropriate coverage for disability, critical illness, and life insurance. Participants learn to create financial projections, compare tax-advantaged savings vehicles, balance insurance premiums with retirement savings, and produce clear client explanations, checklists, and documentation to confidently deliver suitable long-term protection plans.

Elevify advantages

Develop skills

  • Master retirement calculations: model RRSP, TFSA growth and income requirements quickly.
  • Design life and disability coverage: determine amounts and compare term, permanent, and income protection options.
  • Develop integrated risk strategies: balance insurance, pensions, and retirement planning trade-offs.
  • Profile clients efficiently: assess goals, cash flow, and employer benefits rapidly.
  • Communicate professionally: apply clear scripts, checklists, and compliant documentation.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Correctional System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course