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 strategies, and straightforward guidance that delivers tangible, trackable outcomes for lasting financial success.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Financial Planning and Advice Course offers a straightforward, practical approach to creating realistic client profiles, establishing SMART goals, and crafting a 36-month roadmap featuring detailed monthly budgets. You'll master cash flow analysis, risk identification, debt repayment strategies, and selecting straightforward savings and investment choices, all enhanced by contingency measures and clear communication to ensure plans remain effective and accessible.
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 cost-cutting opportunities.
- Formulate debt repayment strategies by evaluating snowball versus avalanche methods and projecting timelines.
- Assemble basic investment portfolios that align with client risk tolerance, objectives, and timelines.
- Deliver clear financial advice using tailored 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 workloadWhat our students say
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