Financial Planning & Advice Course
Master financial planning through a 36-month roadmap, detailed cash flow and risk analysis, effective debt payoff strategies, and straightforward investment approaches. Develop client-ready budgets, solid contingency plans, and clear communication that delivers tangible, measurable outcomes for lasting financial success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Financial Planning and Advice Course provides a practical framework to create realistic client profiles, establish SMART goals, and develop a 36-month roadmap featuring precise monthly budgets. Participants will master cash flow analysis, risk identification, debt repayment structuring, and selection of straightforward savings and investment options, enhanced by contingency planning and straightforward client communication to ensure plans remain effective and accessible.
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 efficiently.
- Communicate financial 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.What our students say
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