Financial Literacy and Investments Course
Master financial literacy and investments for clients by assessing cashflow, building emergency funds, designing budgets, profiling risk, and creating simple monthly investment plans with clear explanations and ethical advisory tools. This course provides practical guidance on budgets, savings, risk assessment, and basic investments using index funds, bonds, and robo-advisors.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Gain a practical roadmap to assess cashflow, build budgets, set savings goals, design emergency funds, match goals to risk levels, and develop monthly investment plans with index funds, bonds, robo-advisors, while enhancing client communication, documentation, and ethical advice.
Elevify advantages
Develop skills
- Build starter budgets and cashflow maps for clear, data-driven decisions.
- Design simple emergency funds and short-term liquidity strategies fast.
- Create beginner-friendly monthly investment plans with rebalancing rules.
- Compare basic investment products and fees to select cost-efficient options.
- Explain risk, goals, and plans to non-technical clients in plain language.
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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