Banking and Insurance Training
Master Banking and Insurance Training tailored for insurance professionals. Build stronger client relationships, design compliant portfolios, explain risk clearly, and create retirement, education, and protection plans that drive trust and long-term results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This concise training builds your ability to gather complete client data, analyze cash flow, and identify key financial risks. Learn to match solutions to real needs, document suitability, and design retirement, education, and investment strategies. Strengthen communication skills so you can explain trade-offs clearly, manage expectations, and run ongoing reviews that keep every plan aligned with changing goals.
Elevify advantages
Develop skills
- Client advisory communication: turn complex insurance into clear, trusted advice.
- Financial factfinding: quickly analyze client cash flow, goals, and protection gaps.
- Risk and insurance design: match life, disability, and health cover to real needs.
- Portfolio and savings planning: build tax-smart retirement and education strategies.
- Product comparison and compliance: document suitable banking and insurance solutions.
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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