from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, hands-on course teaches practical skills for understanding clients, checking if investments fit them, and writing easy-to-understand proposals with numbers. You will learn to make balanced investment mixes, talk about risks in simple words, manage check-ins and reports, and follow rules and good practices to give clear, aim-based advice confidently in daily dealings with clients.
Elevify advantages
Develop skills
- Master client profiling: quickly check goals, risk tolerance, and ability to invest.
- Gain portfolio building skills: create varied ETF mixes for actual clients quickly.
- Communicate risks clearly: describe market, liquidity, and inflation risks in easy terms.
- Prepare compliant advice: record proposals, disclosures, and next steps properly.
- Practice ethical brokering: match pay, handle conflicts, and put client interests first.
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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