Financial Planning & Advice Course
Gain expertise in financial planning through a comprehensive 36-month roadmap, in-depth cash flow and risk assessments, effective debt reduction methods, and uncomplicated investment approaches. Develop practical client budgets, backup strategies, and straightforward advice that delivers tangible, trackable 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 straightforward, practical framework to create realistic client profiles, establish SMART goals, and develop a 36-month roadmap featuring detailed monthly budgets. You will master cash flow analysis, risk identification, debt repayment strategies, and selection of straightforward savings and investment choices, incorporating contingency measures and clear communication to ensure plans remain effective and client-friendly.
Elevify advantages
Develop skills
- Develop 36-month financial roadmaps with defined milestones, budgets, and cash flow projections.
- Evaluate client cash flow to quickly identify risks, savings shortfalls, and cost-cutting opportunities.
- Formulate debt repayment strategies by comparing snowball and avalanche methods with projected timelines.
- Assemble basic investment portfolios aligned with risk tolerance, objectives, and timeframes.
- Deliver clear financial guidance using tailored scripts, review processes, and practical 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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