Personal Financial Coaching Course
Gain practical skills in personal financial coaching to help clients build budgets, design savings plans, manage cashflow and risks, track progress with KPIs, and implement 3-month programs for lasting financial improvements and behaviour change.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a practical framework for financial coaching, covering cashflow assessment, debt mapping, household budgeting, goal setting across timeframes, emergency fund planning, savings product selection, risk management, KPI tracking, and a structured 3-month program to foster client behaviour change.
Elevify advantages
Develop skills
- Build household 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 in clear worksheets.
- Monitor client progress using KPIs, reforecasting, and visual reports.
- Deliver 3-month coaching programs with structured sessions and habit tools.
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
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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