Basic Financial Concepts Course
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.

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
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