Personal Financial Coaching Course
Gain essential skills in personal financial coaching for real clients in Botswana. Learn to create household budgets, size emergency funds, manage risks, set savings goals, track progress with KPIs, and run 3-month coaching programmes that promote lasting behaviour change and tangible financial improvements for families.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course offers a straightforward framework to evaluate cashflow, track debts, and develop practical household budgets. Participants learn to establish short-, medium-, and long-term financial goals, determine and finance emergency funds, and select appropriate savings options. It includes strategies for managing risks, monitoring progress via simple KPIs, and implementing a structured 3-month coaching programme to foster sustainable behaviour changes among clients.
Elevify advantages
Develop skills
- Build household budgets with zero-based plans and realistic buffers.
- Design savings plans by setting goals, sizing emergency funds, and automating transfers.
- Analyse cashflow by mapping income, debts, and assets into clear worksheets.
- Monitor client progress using KPIs, reforecasting plans, and visual reports.
- Deliver 3-month coaching programmes with structured sessions, tools, and habit systems.
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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