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Financial Services Course

Financial Services Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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