Log in
Choose your language

Financial Planning & Advice Course

Financial Planning & Advice Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Financial Planning and Advice Course equips you with a straightforward, practical framework to construct realistic client profiles, establish SMART objectives, and formulate a 36-month financial roadmap featuring accurate monthly budgets. Master techniques to evaluate cash flow, identify critical risks, organise debt repayment schedules, and select uncomplicated savings and investment choices, whilst incorporating contingency strategies and accessible communication to ensure plans remain on course and comprehensible for clients.

Elevify advantages

Develop skills

  • Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
  • Analyse client cash flow to identify risks, savings shortfalls, and expense adjustments swiftly.
  • Design debt repayment strategies comparing snowball and avalanche methods with projected timelines.
  • Develop straightforward investment portfolios aligned to risk profiles, objectives, and timeframes.
  • Deliver clear financial advice using client-friendly scripts, review processes, and 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor, 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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course duration?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course