Banking, Finance and Insurance Training
Master Banking, Finance and Insurance Training for affluent clients. Build robust portfolios, optimise protection, plan retirement and education, and structure succession with practical tools you can apply immediately in your advisory work. This course equips you with essential skills for effective financial advising.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This practical course teaches you to master affluent household analysis, covering balance sheets, liquidity, risk, and tailored protection via life, disability, and mortgage coverage. You will learn to structure portfolios, plan for education and retirement, optimise succession, and convert complex regulations into clear, actionable client recommendations that deliver results.
Elevify advantages
Develop skills
- Advanced wealth diagnosis: analyse affluent balance sheets and cash flows.
- Protection design: optimise life, disability and mortgage coverage for 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 say
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