Insurance & Financial Services Course
Learn key insurance and financial services abilities: evaluate client risks, create life, health, and disability insurance plans, set up budgets and emergency savings, and develop investment strategies that safeguard clients and boost their wealth over time. Master these to offer reliable advice in South African financial contexts, ensuring plans fit local realities and build lasting client trust.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain skills to create protection-focused, growth-oriented financial plans that match clients' actual needs. This short course teaches spotting risks, designing coverage based on needs, analysing cash flow and debt, budgeting, building emergency funds, and basic investments, along with communication methods to deliver simple, trustworthy financial plans clients will stick to.
Elevify advantages
Develop skills
- Client risk assessment: quickly identify coverage shortfalls and focus on protection priorities.
- Cash flow management: develop budgets, debt plans, and emergency savings for clients.
- Insurance planning: customise life, disability, and health policies for everyday scenarios.
- Investment essentials: design straightforward, affordable portfolios to meet client objectives.
- Holistic financial guidance: merge insurance and investments into compelling, clear strategies.
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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