Insurance & Financial Services Course
This course builds skills in insurance and financial services. You will learn to check client risks, create life, health, and disability insurance plans, set up budgets and emergency funds, and make investment plans that protect and grow wealth over time. It helps you give advice that clients can follow easily.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain skills to create protection-focused financial plans that match client needs. The course teaches spotting risks, designing coverage based on needs, analyzing cash flow and debts, making budgets, setting up emergency savings, and basic investments. It also covers clear ways to explain simple financial plans that clients understand and trust.
Elevify advantages
Develop skills
- Client risk checks: find coverage gaps and focus on protection quickly.
- Cash flow plans: create budgets, debt plans, and emergency savings for clients.
- Insurance plans: customize life, disability, and health coverage for real situations.
- Investment basics: build simple, cheap portfolios that fit client goals.
- Combined advice: mix insurance and investments into clear plans that convince clients.
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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