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Insurance and Pension Course

Insurance and Pension Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This targeted course develops hands-on skills for crafting retirement income plans, assessing pension options, and determining appropriate levels of disability, critical illness, and life insurance. You'll master projection modelling, tax-efficient product comparisons, premium-saving balances, and producing straightforward client reports, checklists, and records to confidently provide robust, long-term protection strategies.

Elevify advantages

Develop skills

  • Master retirement calculations: quickly model KiwiSaver, superannuation growth and drawdown requirements.
  • Design life and disability cover: determine amounts, evaluate term, permanent, and income protection options.
  • Holistic risk management: weigh insurance, pensions, and retirement compromises.
  • Client assessment expertise: rapidly chart objectives, budgets, and work benefits.
  • Professional client engagement: apply simple guides, lists, and regulation-compliant paperwork.

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

Your classes are perfect. I got the one-year package and finally have the chance to follow a range of topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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