Personal Financial Coaching Course
Acquire expertise in personal financial coaching for actual clients: construct budgets, determine emergency funds, manage risks, establish savings goals, monitor KPIs, and develop 3-month coaching programmes that promote enduring behavioural change and tangible financial outcomes. This course equips you with practical tools to guide clients towards financial stability through structured planning and progress tracking.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This Personal Financial Coaching Course provides a clear, practical framework to evaluate cashflow, outline debts, and develop realistic household budgets. Discover how to establish short, medium, and long-term objectives, determine and finance emergency funds, and select appropriate savings products. Additionally, acquire techniques for risk management, progress monitoring using straightforward KPIs, and a structured 3-month coaching programme to foster sustained behavioural changes among clients.
Elevify advantages
Develop skills
- Build household budgets: create zero-based plans with realistic buffers quickly.
- Design savings strategies: establish goals, determine emergency funds, and automate transfers.
- Analyse cashflow: map income, debts, and assets into clear client worksheets.
- Monitor client progress: track KPIs, reforecast plans, and present visuals.
- Deliver 3-month coaching programmes: structure 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.What our students say
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