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.What our students say
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