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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

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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