from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Basic Financial Concepts Course provides a strong understanding of present and future value, discounting, interest, and compounding using straightforward formulas and practical examples. You will learn to source trustworthy interest rate information, develop basic templates for everyday client situations, cover the fundamentals of risk and diversification, and communicate figures, compromises, and assumptions in straightforward, client-friendly terms.
Elevify advantages
Develop skills
- Build diversified portfolios by applying correlation, types of risk, and asset combinations.
- Master interest and compounding by calculating APY, EAR, and actual account growth.
- Use PV and FV tools to compare saving versus investing and establish client-specific goals.
- Create quick client templates using plug-in spreadsheets for returns and allocations.
- Explain trade-offs clearly by illustrating risk, return, and liquidity in simple terms 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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