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Personal Financial Coaching Course

Personal Financial Coaching Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Personal Financial Coaching Course provides a straightforward, hands-on framework to evaluate cashflow, outline debts, and develop practical household budgets. You will learn to establish short-, medium-, and long-term goals, determine and finance emergency funds, and select fitting savings products. Additionally, acquire techniques for risk management, progress monitoring using simple KPIs, and a structured 3-month coaching programme to foster sustained behaviour changes in clients.

Elevify advantages

Develop skills

  • Build household budgets: create zero-based plans with realistic buffers quickly.
  • Design savings strategies: establish goals, determine emergency funds, and automate transfers.
  • Analyse cashflow: chart income, debts, and assets in clear client worksheets.
  • Track client progress: monitor KPIs, update forecasts, and provide visual reports.
  • Deliver 3-month coaching programmes: organise sessions, tools, and habit-building systems.

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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