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Personal Financial Coaching Course

Personal Financial Coaching Course
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.
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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