Personal Financial Coaching Course
Master personal financial coaching skills for real clients: build budgets, size emergency funds, manage risk, set savings goals, track KPIs, and design 3-month coaching programs that drive lasting behaviour change and measurable financial results.

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.What our students say
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