from 4 to 360h flexible workload
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'll learn to evaluate insurance and benefits, record recommendations, and communicate effectively using ethical, client-centred principles to offer reliable, top-notch planning and continuous support.
Elevify advantages
Develop skills
- Data-focused client onboarding: swiftly collect, confirm, and arrange essential financial details.
- Hands-on cash-flow and debt review: identify risks and rank priorities quickly.
- Retirement and tax-efficient investing: create straightforward, affordable, varied portfolios.
- Insurance and benefits enhancement: align coverage, benefits, and actual client requirements.
- Straightforward client interaction: present clear plans, reports, and principled advice.
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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