from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Dis short, practical course helps yuh master affluent household analysis, from balance sheets, liquidity and risk concentration to tailored protection wid life, disability and mortgage coverage. Learn to structure portfolios, plan education and retirement, optimise succession, and turn complex regulations into clear, actionable client recommendations dat stand up to scrutiny and deliver real results.
Elevify advantages
Develop skills
- Advanced wealth diagnosis: analyse affluent balance sheets and cash flows.
- Protection design: optimise life, disability and mortgage coverage fi clients.
- Investment structuring: build tax-efficient portfolios and savings plans.
- Retirement and education planning: model goals, funding gaps and action plans.
- Succession strategy: use inheritance rules and assurance-vie to transfer wealth.
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 are saying
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