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Financial Planning & Advice Course

Financial Planning & Advice Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

This Financial Planning and Advice Course equips you with a straightforward, actionable framework to construct detailed client profiles, establish SMART objectives, and craft comprehensive 36-month financial roadmaps featuring exact monthly budgets. Master techniques for cash flow evaluation, risk identification, debt restructuring, and selecting uncomplicated savings and investment vehicles, complemented by contingency strategies and accessible communication methods to ensure plans remain effective and comprehensible.

Elevify advantages

Develop skills

  • Build 36-month financial roadmaps with clear milestones, budgets, and cash flow projections.
  • Analyze client cash flow to identify risks, savings gaps, and expense optimization opportunities.
  • Design effective debt repayment plans by comparing snowball and avalanche methods with timelines.
  • Develop simple investment portfolios aligned with client risk tolerance, goals, and time horizons.
  • Deliver clear financial advice using client-friendly scripts, review processes, and checklists.

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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