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Financial Planning & Advice Course

Financial Planning & Advice Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Financial Planning and Advice Course offers a straightforward, practical approach to creating realistic client profiles, establishing SMART goals, and crafting a 36-month financial roadmap featuring detailed monthly budgets. You will master cash flow analysis, risk identification, debt repayment strategies, and selecting straightforward savings and investment choices, all supported by contingency measures and clear communication to ensure plans remain effective and accessible.

Elevify advantages

Develop skills

  • Develop 36-month financial roadmaps with defined milestones, budgets, and cash flow projections.
  • Examine client cash flow to quickly identify risks, savings shortfalls, and cost-saving opportunities.
  • Formulate debt repayment strategies by evaluating snowball versus avalanche methods and projecting timelines.
  • Assemble basic investment portfolios that align with risk levels, objectives, and timeframes.
  • Deliver financial advice using simple, client-oriented scripts, review processes, and checklists.

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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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