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Personal Finance and Investment Course

Personal Finance and Investment Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Personal Finance and Investment Course provides a straightforward, practical system to manage cash flow, clear high-interest debt, establish an appropriate emergency fund, and focus on tax-advantaged accounts. You'll create a 12-month action plan, build a basic long-term portfolio, forecast 20-year net worth, handle risk, and establish achievable goals supported by reliable data and sensible decision guidelines.

Elevify advantages

Develop skills

  • Strategic debt repayment: use avalanche or snowball methods to quickly eliminate high-interest loans.
  • Smart investing: construct low-cost index portfolios and automate KiwiSaver and retirement account contributions.
  • Cash flow mastery: create 12-month budgets that balance debt, savings, and investments.
  • Net worth modelling: forecast 20-year results using realistic return and risk scenarios.
  • Risk and behaviour management: implement reviews, protections, and habits to safeguard your plan.

Suggested summary

Before starting, you can change the chapters and the 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 for 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 I work for.
SilviaNurse
Really great course. Lots of valuable information.
WiltonCivil Firefighter

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