Basic Financial Concepts Course
This course teaches essential financial ideas like interest, compounding, risk, diversification, and time value of money. Students learn to apply these using templates, calculators, and clear communication to create better portfolios and stronger financial advice for clients.

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.What our students say
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