Insurance & Financial Services Course
This course teaches key insurance and financial skills. You will assess client risks, design life, health, and disability coverage, set up budgets and emergency funds, and build investment plans. These protect clients and help grow wealth over time. Ideal for real-world use in Sierra Leone.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain skills to create protection-focused plans that match client needs. Learn risk spotting, coverage planning based on needs, cash flow review, debt handling, budgeting, emergency savings, and basic investments. Master clear ways to explain combined financial plans clients can trust.
Elevify advantages
Develop skills
- Client risk review: spot coverage shortfalls and focus on protection quickly.
- Cash flow management: create budgets, debt plans, and emergency savings.
- Insurance planning: customise life, disability, and health policies for actual situations.
- Investment essentials: design simple, affordable portfolios to meet client aims.
- Holistic guidance: merge insurance and investments into straightforward, convincing strategies.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
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