flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain skills to create protection-focused financial plans matching client needs. Covers risk assessment, coverage planning, cash flow review, debt management, budgeting, emergency savings, investment basics, and effective communication for trusted strategies.
Elevify advantages
Develop skills
- Client risk assessment: identify coverage shortfalls and focus on protection quickly.
- Cash flow management: create budgets, debt plans, and emergency savings for clients.
- Insurance planning: customise life, disability, health policies for practical scenarios.
- Investment essentials: design affordable portfolios fitting client objectives.
- Holistic guidance: merge insurance and investments into simple, convincing 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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