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Basic Financial Concepts Course

4.8/5
Basic Financial Concepts Course
4.8 in rating
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Gain a strong understanding of present and future value, discounting, interest, and compounding with simple formulas and examples. Practice finding reliable rates, making templates for client needs, learning risk and diversification basics, and explaining numbers, trade-offs, and assumptions clearly to clients.

Elevify advantages

Develop skills

  • Build diversified portfolios using correlation, risk types, and asset mixes.
  • Master interest and compounding to compute APY, EAR, and real account growth.
  • Use PV and FV tools to compare saving versus investing and set client targets.
  • Create quick client templates with plug-in spreadsheets for returns and allocations.
  • Explain trade-offs clearly in simple terms covering risk, return, and liquidity.

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

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content that I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way of presentation and video transcription, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot in learning.
André Felipe
André FelipePrompt Engineering Student

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