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, examining cash flow, creating 12-month plans, and developing retirement and investment strategies with attention to taxes. You will learn to assess insurance and benefits, record advice, and explain matters clearly using ethical, client-centred principles to offer reliable, quality planning and continued support.
Elevify advantages
Develop skills
- Data-driven client intake: swiftly collect, check, and arrange essential financial details.
- Practical cash-flow and debt analysis: identify dangers and rank steps promptly.
- Retirement and tax-smart investing: create basic, affordable, varied investment sets.
- Insurance and benefits optimization: align protection, perks, and actual client requirements.
- Clear client communication: 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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