from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain skills to create protection-focused plans that match client needs. Learn risk assessment, coverage planning, cash flow review, debt management, budgeting, emergency savings, investment basics, and communication for trusted financial advice.
Elevify advantages
Develop skills
- Client risk review: identify gaps and focus on protection quickly.
- Cash flow management: develop budgets, debt plans, and emergency funds.
- Insurance planning: customise life, disability, health policies for cases.
- Investment essentials: design simple portfolios for client objectives.
- Holistic guidance: merge insurance and investments into clear strategies.
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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