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Personal Financial Coaching Course

Personal Financial Coaching Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This course offers a practical framework to evaluate cashflow, track debts, and create workable household budgets. You will learn to establish short, medium, and long-term financial goals, determine emergency fund sizes, select appropriate savings options, manage risks, monitor progress via simple KPIs, and conduct a structured 3-month coaching programme to foster enduring client behaviour changes.

Elevify advantages

Develop skills

  • Build household budgets with zero-based planning and realistic buffers.
  • Design savings plans by setting goals, sizing emergency funds, and automating transfers.
  • Analyse cashflow by mapping income, debts, and assets in client worksheets.
  • Monitor client progress using KPIs, reforecasting plans, and visual reports.
  • Deliver 3-month coaching programs with structured sessions and habit-building tools.

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

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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