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Basic Financial Concepts Course

Basic Financial Concepts Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Basic Financial Concepts Course provides a strong understanding of present and future value, discounting, interest, and compounding using clear formulas and step-by-step examples. You will learn to research reliable rate data, create simple templates for real-world client situations, explore basics of risk and diversification, and communicate numbers, trade-offs, and assumptions in clear, client-friendly language.

Elevify advantages

Develop skills

  • Build diversified portfolios by applying correlation, risk types, and asset mixes.
  • Master interest and compounding by computing APY, EAR, and real account growth.
  • Use PV and FV tools to compare saving versus investing and set client-specific targets.
  • Create fast client templates with plug-in spreadsheets for returns and allocations.
  • Explain trade-offs clearly by showing risk, return, and liquidity in simple client terms.

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

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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