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Financial Coach Course

Financial Coach Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

The Financial Coach Course provides practical tools to guide clients from vague money worries to clear, achievable action plans. You will learn to set SMART goals, design simple budgets, structure short coaching engagements, and build gentle accountability systems. Master behaviour change, debt strategies, and emotional support skills so clients stay motivated, follow through, and see measurable progress quickly.

Elevify advantages

Develop skills

  • Debt coaching tactics: design realistic payoff plans and negotiate better terms.
  • Client-centred talks: use open questions, empathy, and active listening quickly.
  • Cash-flow mastery: map income, prioritize expenses, and build lean budgets.
  • Goal-based planning: turn vague money wishes into clear, trackable milestones.
  • Behaviour change tools: reduce money shame, boost habits, and sustain progress.

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 Correctional 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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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