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Banking, Finance and Insurance Training

Banking, Finance and Insurance Training
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for 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 I work for.
SilviaNurse
Really great course. Lots of valuable information.
WiltonCivil Firefighter

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