Money Management Basics Course
This course provides foundational skills in personal finance management, including budgeting, emergency fund planning, debt reduction strategies, and creating comprehensive financial plans while emphasizing clear client communication and ethical practices.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Basics of Managing Money Course teaches you practical skills to check your income, look into local living expenses, and create a solid monthly budget that really works. You will learn to plan an emergency fund, examine debts, set up smart ways to pay them off, and put together a full money plan. You also get to practice talking about budgets, savings, and debt choices in simple words while keeping to ethical and professional limits.
Elevify advantages
Develop skills
- Coaching clients on money: explain budgets, debts, and savings in easy-to-understand language for clients.
- Designing monthly budgets: create, understand, and tweak cash flow tables quickly and correctly.
- Planning emergency funds: set goals, timeframes, and smart short-term saving options.
- Skills for debt strategies: sort out debts and use avalanche or snowball methods to pay them off.
- Making professional money plans: record assumptions and give short summaries for clients.
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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