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Banking, Finance and Insurance Training

Banking, Finance and Insurance Training
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This short, practical course helps you master affluent household analysis, from balance sheets, liquidity and risk concentration to tailored protection with life, disability and mortgage coverage. Learn to structure portfolios, plan education and retirement, optimise succession, and turn complex regulations into clear, actionable client recommendations that stand up to scrutiny and deliver measurable results.

Elevify advantages

Develop skills

  • Advanced wealth diagnosis: analyse affluent balance sheets and cash flows.
  • Protection design: optimise life, disability and mortgage coverage for clients.
  • Investment structuring: build tax-efficient portfolios and savings plans.
  • Retirement and education planning: model goals, funding gaps and action plans.
  • Succession strategy: use inheritance rules and assurance-vie to transfer wealth.

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.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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