Financial Planning & Advice Course
Master financial planning through a 36-month roadmap, cash flow and risk analysis, debt payoff strategies, and simple investment options. Develop client-ready budgets, contingency plans, and clear communication for real, measurable results in Gambia contexts.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Planning and Advice Course provides a practical system to create realistic client profiles, set SMART goals, and build 36-month roadmaps with detailed monthly budgets. You will learn to analyze cash flow, identify risks, structure debt repayment, select straightforward savings and investments, apply contingency plans, and use clear communication to ensure plans stay on track and are easy for clients to understand.
Elevify advantages
Develop skills
- Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
- Analyze client cash flow to spot risks, savings gaps, and expense levers quickly.
- Design debt payoff plans comparing snowball versus avalanche methods and model timelines.
- Create simple investment mixes matching risk, goals, and time horizons.
- Communicate advice clearly using client-ready scripts, reviews, and checklists.
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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