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Financial Services Course

Financial Services Course
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, examining cash flow, creating 12-month action plans, and crafting retirement and investment strategies with tax considerations. You will learn to assess 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 simple, affordable, varied investment mixes.
  • Insurance and benefits improvement: align protection, perks, and actual client requirements.
  • Straightforward client interaction: present clear plans, reports, and moral 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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