from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Personal Finance and Investment Course provides a straightforward, practical framework to manage cash flow, clear high-interest debts, establish an appropriate emergency fund, and focus on tax-efficient savings accounts. Participants will create a 12-month action plan, assemble a basic long-term investment portfolio, forecast net worth over 20 years, handle risks, and establish achievable targets supported by reliable data and sensible guidelines.
Elevify advantages
Develop skills
- Strategic debt repayment: use avalanche or snowball methods to quickly eliminate high-interest debts.
- Intelligent investing: construct affordable index-based portfolios and set up automatic contributions to 401(k) and IRA accounts.
- Cash flow expertise: develop 12-month budgets that harmonize debt reduction, savings, and investment growth.
- Net worth forecasting: simulate 20-year projections incorporating realistic returns and risk factors.
- Risk and behavioural management: implement regular check-ins, protective measures, and routines to safeguard your financial strategy.
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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