Financial Planning & Advice Course
Master financial planning through a 36-month roadmap, cash flow and risk analysis, debt payoff strategies, and straightforward investment options. Develop client-focused budgets, contingency measures, and clear communication for tangible results that last.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Planning and Advice Course provides a straightforward, practical framework to create realistic client profiles, establish SMART goals, and craft a 36-month roadmap featuring detailed monthly budgets. Gain skills to assess cash flow, identify critical risks, organise debt repayment, select basic savings and investment choices, and apply backup plans alongside simple communication to ensure plans stay on course and are easy for clients to grasp.
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 vs avalanche methods and model timelines.
- Create simple investment mixes matching risk, goals, and time horizons fast.
- Communicate 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 are saying
FAQs
Who is Elevify? How does it work?
Do the courses come with a certificate?
Are the courses free?
What is the course duration?
What are the courses like?
How do the courses work?
What is the course time?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course