from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Personal Finance and Investment Course provides a straightforward, practical system to manage your cash flow, clear high-interest debts, set up an appropriate emergency fund, and focus on tax-saving accounts. You will create a 12-month action plan, build a basic long-term investment portfolio, forecast your net worth over 20 years, handle risks, and establish achievable goals supported by reliable data and sensible decision-making guidelines.
Elevify advantages
Develop skills
- Strategic debt payoff: use avalanche or snowball methods to quickly eliminate high-interest loans.
- Smart investing: create low-cost index portfolios and set up automatic contributions to 401(k) and IRA accounts.
- Cash flow mastery: develop 12-month budgets that balance debt repayment, savings, and investments.
- Net worth modeling: forecast 20-year results using realistic return rates and risk assessments.
- Risk and behaviour control: implement regular reviews, protective measures, and habits to safeguard your financial plan.
Suggested summary
Before starting, you can change the chapters and 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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