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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 provides a practical system to create realistic client profiles, set SMART goals, and build a 36-month roadmap with detailed monthly budgets. You will learn to analyze cash flow, identify key risks, structure debt repayment, select straightforward saving and investment options, and apply contingency plans with clear client communication to ensure plans stay on track and are easy to understand.

Elevify advantages

Develop skills

  • Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
  • Analyze client cash flow to spot risks, savings gaps, and expense levers quickly.
  • Design debt payoff plans comparing snowball versus avalanche methods and model timelines.
  • Create simple investment mixes matching risk, goals, and time horizons.
  • Communicate advice clearly using client-ready scripts, reviews, 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 of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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