Financial Planning & Advice Course
Gain expertise in financial planning through a comprehensive 36-month roadmap, in-depth cash flow and risk assessments, effective debt reduction methods, and uncomplicated investment approaches. Develop client-focused budgets, backup plans, and straightforward guidance that delivers tangible, quantifiable outcomes for lasting financial success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Planning and Advice Course provides a straightforward, practical framework for creating realistic client profiles, establishing SMART goals, and developing a 36-month roadmap featuring detailed monthly budgets. Participants will master cash flow analysis, risk identification, debt repayment structuring, and selection of straightforward savings and investment choices, incorporating contingency strategies and accessible communication to ensure plans remain effective and comprehensible.
Elevify advantages
Develop skills
- Develop 36-month financial roadmaps with defined milestones, budgets, and cash flow projections.
- Examine client cash flow to quickly identify risks, savings shortfalls, and adjustable expenses.
- Formulate debt repayment strategies by evaluating snowball versus avalanche methods and projecting timelines.
- Assemble basic investment portfolios that align with risk tolerance, objectives, and timeframes.
- Deliver clear financial advice using prepared scripts, review processes, and practical checklists.
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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