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

from 4 to 360h flexible workload
valid certificate 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 debts, 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 protection priorities quickly.
- Cash flow management: develop budgets, debt plans, and emergency savings for clients.
- Insurance planning: customise life, disability, and health policies for practical scenarios.
- Investment essentials: design straightforward, affordable portfolios to meet client aims.
- Holistic financial guidance: integrate insurance and investments into compelling strategies.
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.What our students say
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