Financial Planning & Advice Course
This course teaches you to master financial planning using a 36-month roadmap, detailed cash flow and risk analysis, effective debt payoff strategies, and straightforward investment options. You will learn to create practical client budgets, contingency plans, and clear communication tools that deliver measurable results and keep plans on track.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical system in this Financial Planning and Advice Course to create realistic client profiles, set SMART goals, and build 36-month roadmaps with accurate monthly budgets. Master cash flow analysis, risk identification, debt repayment structuring, simple savings and investment choices, plus contingency planning and client-friendly communication for successful, easy-to-follow plans.
Elevify advantages
Develop skills
- Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
- Analyze client cash flow to spot risks, savings gaps, and expense levers quickly.
- Design debt payoff plans comparing snowball and avalanche methods with timelines.
- Create simple investment mixes matching risk, goals, and time horizons.
- Communicate financial advice clearly using client-ready scripts, reviews, and checklists.
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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