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Personal Financial Coaching Course

Personal Financial Coaching Course
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.
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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