Money Management Basics Course
The Basics of Money Management Course empowers finance workers to excel in budgeting, setting up emergency funds, and handling debt plans. It then guides you to convert these into straightforward, honest client guidance, workable strategies, and assured discussions about money matters that build trust and clarity.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Basics of Money Management Course equips you with hands-on skills to evaluate your income, check local living expenses, and create an effective monthly budget. You'll discover how to prepare an emergency fund, review debts, develop wise repayment plans, and compile a full financial roadmap. Plus, you'll get practice in simply explaining budgets, savings, and debt choices while adhering to ethical and professional standards.
Elevify advantages
Develop skills
- Client financial coaching: describe budgets, debts, and savings using simple, relatable terms.
- Crafting monthly budgets: quickly construct, interpret, and tweak cash flow spreadsheets precisely.
- Planning emergency savings: define goals, schedules, and suitable quick-access savings options.
- Debt management techniques: sort debts and use avalanche or snowball repayment approaches.
- Creating pro financial plans: record key assumptions and deliver clear, brief client overviews.
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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