Financial Services Course
This course equips learners with practical skills for financial planning, including client data collection, cash flow assessment, retirement and investment strategies, insurance evaluation, and ethical communication to deliver high-quality financial advice.

4 to 360 hours 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 ensure reliable, top-quality planning and continued support.
Elevify advantages
Develop skills
- Data-driven client intake: swiftly collect, check, and arrange essential financial details.
- Practical cash-flow and debt analysis: identify risks and prioritise steps quickly.
- Retirement and tax-savvy investing: create straightforward, affordable, varied portfolios.
- Insurance and benefits optimisation: align coverage, benefits, and actual client requirements.
- Clear client communication: present succinct plans, reports, and ethical advice.
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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