from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Services Course provides a concise, practical 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-centered principles to ensure reliable, high-quality planning and continuous support.
Elevify advantages
Develop skills
- Data-driven client intake: quickly gather, verify, and organize key finances.
- Practical cash-flow and debt analysis: pinpoint risks and prioritize actions fast.
- Retirement and tax-smart investing: build simple, low-cost, diversified portfolios.
- Insurance and benefits optimization: match coverage, benefits, and real client needs.
- Clear client communication: deliver concise plans, reports, and ethical guidance.
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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