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.What our students say
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