Money Management Basics Course
The Basics of Money Management Course empowers finance professionals to gain expertise in budgeting, emergency funds, and debt management strategies. It further enables them to deliver clear, ethical advice to clients, develop practical financial plans, and conduct assured discussions on money matters.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Basics of Money Management Course equips you with essential skills to evaluate income, check local living expenses, and create an effective monthly budget. You will learn to prepare an emergency fund, review debts, devise repayment plans, and prepare a full financial roadmap. Additionally, you will gain practice in simply explaining budgets, savings, and debt choices while adhering to professional ethics.
Elevify advantages
Develop skills
- Client financial coaching: describe budgets, debts, and savings using simple terms for clients.
- Designing monthly budgets: construct, interpret, and modify cash flow sheets quickly and precisely.
- Planning emergency funds: establish goals, schedules, and suitable short-term saving options.
- Debt management techniques: categorise debts and use avalanche or snowball repayment approaches.
- Creating professional financial plans: record key assumptions and provide brief client overviews.
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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