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Personal Finance and Investment Course

Personal Finance and Investment Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

This Personal Finance and Investment Course provides a clear, actionable system to organize cash flow, eliminate high-interest debt, build the right-sized emergency fund, and prioritize tax-advantaged accounts. You will design a 12-month implementation plan, construct a simple long-term portfolio, run 20-year net worth projections, manage risk, and set realistic goals backed by credible data and practical decision rules.

Elevify advantages

Develop skills

  • Strategic debt payoff: apply avalanche vs snowball to crush high-interest loans fast.
  • Smart investing: build low-cost index portfolios and automate RRSP and TFSA flows.
  • Cash flow mastery: design 12-month budgets balancing debt, savings, and investments.
  • Net worth modeling: project 20-year outcomes with realistic return and risk scenarios.
  • Risk and behavior control: set reviews, safeguards, and habits that protect your plan.

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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