Banking, Finance and Insurance Training
Master Banking, Finance and Insurance Training for affluent clients. Build robust portfolios, optimise protection, plan retirement and education, and structure succession with practical tools you can apply immediately in your advisory work. This course equips you with essential skills for effective financial advisory services.

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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

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 FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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