from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Services Course provides a straightforward, hands-on approach to collecting client information, examining cash flow, creating 12-month plans, and developing retirement and investment strategies that consider taxes. You will learn to assess insurance and benefits, record advice, and explain things clearly using honest, client-centred methods to offer reliable, top-quality planning and continued support.
Elevify advantages
Develop skills
- Data-focused client assessment: swiftly collect, check, and arrange essential financial details.
- Hands-on cash flow and debt review: identify dangers and rank steps quickly.
- Retirement and tax-wise investing: create basic, affordable, varied investment sets.
- Insurance and benefits improvement: align protection, perks, and actual client requirements.
- Straightforward client talk: present short plans, updates, and honest 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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