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Personal Financial Coaching Course

Personal Financial Coaching Course
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 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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