4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Money Saving Course provides a straightforward, practical framework to develop 12-month savings plans that your clients can realistically stick to. Discover how to assess income, outline practical expenses for a mid-sized New Zealand city, put together monthly budgets, and create simple dashboards. Gain expertise in client communication, explaining compromises, managing pushback, and using solid strategies to trim costs, lessen debt, and monitor consistent, encouraging advancement.
Elevify advantages
Develop skills
- Develop city-specific cost benchmarks to identify realistic client savings shortfalls.
- Create 12-month SMART savings plans with defined goals and monthly breakdowns.
- Produce cashflow worksheets and surplus reviews using basic spreadsheet tools.
- Implement quick expense-reduction strategies for bills, debt, housing, food, and transport.
- Convey compromises and inspire clients with straightforward, jargon-free advice.
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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