Personal Finance and Investment Course
This course equips you with essential skills for personal finance management and investment, including debt repayment strategies, budgeting, portfolio building, net worth forecasting, and risk management to achieve long-term financial goals.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Personal Finance and Investment Course provides a straightforward, practical framework to manage cash flow, clear high-interest debts, create 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 net worth over 20 years, handle risks, and establish achievable goals supported by reliable data and sensible decision guidelines.
Elevify advantages
Develop skills
- Strategic debt repayment: use avalanche or snowball methods to quickly eliminate high-interest loans.
- Intelligent investing: construct low-cost index portfolios and automate contributions to provident fund and retirement accounts.
- Cash flow expertise: develop 12-month budgets that balance debt repayment, savings, and investments.
- Net worth forecasting: simulate 20-year projections using realistic returns and risk factors.
- Risk and behavioural management: implement reviews, protections, and habits to safeguard your financial plan.
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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