Personal Financial Coaching Course
Gain expertise in personal financial coaching for clients: create budgets, determine emergency fund sizes, handle risks, establish savings targets, monitor KPIs, and implement 3-month programs that promote enduring behavior shifts and tangible financial outcomes. This course equips you with practical tools to guide clients toward financial stability and success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Acquire a straightforward, actionable system to evaluate cashflow, outline debts, and develop practical household budgets. Master setting short-, medium-, and long-term goals, determining emergency fund sizes, funding them, and selecting appropriate savings options. Benefit from strategies for risk management, progress monitoring via simple KPIs, and a structured 3-month coaching framework to foster sustained behavioral changes in clients.
Elevify advantages
Develop skills
- Build household budgets with zero-based plans and realistic buffers.
- Design savings plans by setting goals, sizing emergency funds, and automating transfers.
- Analyze cashflow by mapping income, debts, and assets into clear worksheets.
- Monitor client progress using KPIs, reforecasting plans, and visual presentations.
- Deliver 3-month coaching programs with structured sessions, tools, and habit systems.
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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