4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
This Financial Services Course provides a concise, practical framework to collect client information, analyse cash flow, develop 12-month action plans, and create retirement and investment strategies with tax considerations. Learn to evaluate insurance and benefits, record recommendations, and communicate effectively using ethical, client-centred principles to offer reliable, high-quality planning and continuous support.
Elevify Advantages
Develop Skills
- Data-driven client intake: swiftly collect, confirm, and arrange essential financial details.
- Practical cash-flow and debt analysis: identify risks and prioritise actions promptly.
- Retirement and tax-savvy investing: construct straightforward, cost-effective, diversified 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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