Insurance & Financial Services Course
Learn key insurance and financial skills: evaluate client risks, design life, health, and disability insurance, set up budgets and emergency funds, and build investment plans that safeguard and grow client wealth over time. This course equips you to deliver reliable advice in Zambia's financial landscape.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Gain skills to create protection-focused financial plans that match client needs. Covers spotting risks, designing coverage, analysing cash flow and debt, budgeting, emergency savings, investment basics, and clear ways to explain strategies clients can trust.
Elevify advantages
Develop skills
- Client risk assessment: identify coverage shortfalls and focus on protection quickly.
- Cash flow management: develop budgets, debt plans, and emergency savings for clients.
- Insurance planning: customise life, disability, and health policies for everyday situations.
- Investment essentials: design affordable portfolios that fit client objectives.
- Holistic financial guidance: merge insurance and investments into straightforward, convincing strategies.
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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