Log in
Choose your language

Basic Financial Concepts Course

4.8/5
Basic Financial Concepts Course
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.
Workload: between 4 and 360 hours

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 Carlo
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 Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

FAQ

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course