Personal Financial Coaching Course
Gain expertise in personal financial coaching for clients: create budgets, plan emergency funds, manage risks, set savings targets, track progress with KPIs, and implement 3-month programs for sustainable financial habits and tangible outcomes. This course equips you with practical tools to guide clients towards financial stability and long-term success.

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.What our students say
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