from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain skills to create protection-focused financial plans matching client needs. Covers spotting risks, designing coverage, analysing cash flow and debt, budgeting, emergency savings, investment basics, and communication for trusted strategies.
Elevify advantages
Develop skills
- Client risk assessment: identify coverage gaps and protection priorities quickly.
- Cash flow management: develop budgets, debt plans, and emergency savings.
- Insurance planning: customise life, disability, health policies for real scenarios.
- Investment essentials: build simple, affordable portfolios for client objectives.
- Holistic financial advice: integrate insurance and investments into compelling plans.
Suggested summary
Before starting, you can change the chapters and 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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