Basic Financial Concepts Course
4.8/5
This course teaches essential financial ideas like interest, compounding, risk, diversification, and time value of money. You will use templates, calculators, and clear communication to build better portfolios and give strong financial advice to clients in everyday situations.

4.8 in the evaluation
from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a strong understanding of present and future value, discounting, interest, and compounding with simple formulas and examples. Practice finding reliable rates, making templates for client needs, learning risk and diversification basics, and explaining numbers, choices, and assumptions clearly for clients.
Elevify advantages
Develop skills
- Build diversified portfolios using correlation, risk types, and asset mixes.
- Master interest and compounding to compute APY, EAR, and real account growth.
- Use PV and FV tools to compare saving versus investing and set client targets.
- Create fast client templates with plug-in spreadsheets for returns and allocations.
- Explain trade-offs clearly, showing risk, return, and liquidity in simple terms.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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