Personal Financial Coaching Course
Gain expertise in personal financial coaching: create budgets, plan savings and emergency funds, manage risks, track progress with KPIs, and implement 3-month programs for sustainable client behavior change and financial success. This course equips you with practical tools to coach real clients effectively.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
Acquire a practical framework for financial coaching: assess cashflow, manage debts, create budgets, set short- to long-term goals, fund emergencies, select savings options, handle risks, track KPIs, and run a 3-month program for client transformation.
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.
- Analyze cashflow by mapping income, debts, and assets into clear worksheets.
- Monitor client progress using KPIs, reforecasting plans, and visual reports.
- Deliver 3-month coaching programs with structured sessions and habit tools.
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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