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Banking, Finance and Insurance Training

Banking, Finance and Insurance Training
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This short, practical course helps you master affluent household analysis, from balance sheets, liquidity and risk concentration to tailored protection with life, disability and mortgage coverage. Learn to structure portfolios, plan education and retirement, optimize succession, and turn complex regulations into clear, actionable client recommendations that stand up to scrutiny and deliver measurable results.

Elevify advantages

Develop skills

  • Advanced wealth diagnosis: analyze affluent balance sheets and cash flows.
  • Protection design: optimize life, disability and mortgage coverage for clients.
  • Investment structuring: build tax-efficient portfolios and savings plans.
  • Retirement and education planning: model goals, funding gaps and action plans.
  • Succession strategy: use inheritance rules and life assurance to transfer wealth.

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

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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