Personal Financial Coaching Course
Gain mastery in personal financial coaching for real clients. Learn to create budgets, size emergency funds, manage risks, set savings goals, track KPIs, and deliver 3-month programs that foster lasting behaviour change and tangible financial outcomes. This course equips you with practical tools to guide households towards financial stability using simple, effective strategies suited for everyday life.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course offers a straightforward framework to evaluate cashflow, track debts, and create workable household budgets. You will learn to establish short-, medium-, and long-term goals, determine and finance emergency funds, and select appropriate savings options. Additionally, acquire essential skills in risk management, monitoring progress via basic KPIs, and implementing a structured 3-month coaching plan to promote sustainable client behaviour shifts.
Elevify advantages
Develop skills
- Build family budgets with zero-based plans and realistic buffers.
- Design savings plans by setting goals, sizing emergency funds, and automating transfers.
- Analyze cashflow by mapping income, debts, and assets into clear worksheets.
- Monitor client progress using KPIs, reforecasting plans, and visual presentations.
- Run 3-month coaching programs with structured 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 workloadWhat our students say
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