Insurance & Financial Services Course
Develop expertise in insurance and financial services: evaluate client risks, design life, health, disability coverage, create budgets and emergency funds, and build goal-aligned investment plans to safeguard and grow client wealth long-term.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Gain skills to create protection-focused, growth-oriented plans matching client needs. Covers risk assessment, tailored coverage, cash flow review, debt management, budgeting, emergency savings, investment basics, and effective communication for trusted financial strategies.
Elevify advantages
Develop skills
- Client risk analysis: identify coverage gaps and prioritise protection needs quickly.
- Cash flow planning: develop budgets, debt strategies, and emergency reserves.
- Insurance design: customise life, disability, and health coverage for real scenarios.
- Investment basics: design simple, low-cost portfolios to meet client objectives.
- Integrated advice: merge insurance and investments into clear, compelling plans.
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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