flexible workload of 4 to 360h
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 action plans, and developing retirement and investment strategies with tax considerations. You will learn to evaluate insurance and benefits, record recommendations, and communicate effectively using ethical, client-centred principles to offer reliable, top-quality planning and continuous support.
Elevify advantages
Develop skills
- Data-driven client intake: swiftly collect, confirm, and arrange essential financial details.
- Practical cash-flow and debt analysis: identify risks and rank actions promptly.
- Retirement and tax-savvy investing: construct simple, affordable, varied portfolios.
- Insurance and benefits optimisation: align coverage, benefits, and actual client requirements.
- Clear client communication: present succinct plans, reports, and ethical advice.
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 workloadWhat our students say
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