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Personal Financial Coaching Course

Personal Financial Coaching Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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