Financial Planning & Advice Course
Acquire expertise in financial planning through a comprehensive 36-month roadmap, detailed cash flow and risk assessments, effective debt reduction techniques, and uncomplicated investment approaches. Construct practical client budgets, contingency measures, and straightforward guidance that yields tangible, quantifiable outcomes.

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.What our students say
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