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Financial Planning & Advice Course

Financial Planning & Advice Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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