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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?

This Personal Financial Coaching Course provides a clear, practical framework to assess cashflow, map debts, and build realistic household budgets. Learn to set short, medium, and long-term goals, size and fund emergencies, and choose suitable saving products. You also gain tools for risk management, progress tracking with simple KPIs, and a structured 3-month coaching program to drive lasting behaviour change with clients.

Elevify advantages

Develop skills

  • Build family budgets: create zero-based plans with realistic buffers quickly.
  • Design savings plans: set goals, size emergency funds, automate transfers.
  • Analyze cashflow: map income, debts, and assets into clear client worksheets.
  • Monitor client progress: track KPIs, reforecast plans, and present visuals.
  • Run 3-month coaching programs: structure 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 the chosen one.
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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