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Personal Financial Coaching Course

Personal Financial Coaching Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This course offers a practical framework for assessing cashflow, mapping debts, and creating realistic household budgets. You will learn to establish short, medium, and long-term financial goals, determine and fund emergency reserves, and select appropriate savings options. Additionally, acquire essential tools for risk management, progress monitoring using simple KPIs, and implementing a structured 3-month coaching program to foster enduring behavioral changes in clients.

Elevify advantages

Develop skills

  • Build family 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 through KPIs, plan reforecasting, and visual presentations.
  • Run structured 3-month coaching programs with sessions, tools, and habit systems.

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 of the Prison 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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