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Financial Planning & Advice Course

Financial Planning & Advice Course
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 workload
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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