from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Basics of Managing Money Course provides practical skills to evaluate income, investigate local living expenses, and create an effective monthly budget. Learn to plan an emergency fund, examine debts, establish wise repayment approaches, and record a full financial plan. You will also practise describing budgets, savings, and debt choices in simple terms while adhering to ethical and professional standards.
Elevify advantages
Develop skills
- Coaching clients on money matters: explain budgets, debts, and savings using straightforward language for clients.
- Designing monthly budgets: construct, interpret, and modify cash flow tables quickly and precisely.
- Planning emergency funds: establish goals, schedules, and suitable short-term savings options.
- Skills in debt strategies: categorise debts and use avalanche or snowball repayment techniques.
- Creating professional financial plans: record assumptions and deliver succinct summaries for clients.
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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