Financial Services Course
This course equips learners with practical skills for financial planning, including client assessment, cash flow analysis, retirement and investment strategies, insurance evaluation, and ethical client communication to deliver comprehensive financial advice.

flexible workload from 4 to 360h
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 action plans, and developing retirement and investment plans with tax considerations. You will learn to assess insurance and benefits, record advice, and explain things clearly using ethical, client-centred principles to offer reliable, top-notch planning and continued support.
Elevify advantages
Develop skills
- Data-focused client assessment: swiftly collect, confirm, and arrange essential financial details.
- Hands-on cash flow and debt review: identify dangers and rank tasks quickly.
- Retirement and tax-efficient investing: create straightforward, affordable, varied investment sets.
- Insurance and benefits improvement: align protection, perks, and actual client requirements.
- Straightforward client interaction: present clear plans, reports, and moral advice.
Suggested summary
Before starting, you can change the chapters and 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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