Personal Financial Coaching Course
Gain expertise in personal financial coaching for actual clients: develop budgets, determine emergency funds, handle risks, establish savings targets, monitor KPIs, and create 3-month coaching programmes that promote enduring behaviour shifts and tangible financial outcomes. This course equips you with practical tools to assess cashflow, manage debts, set realistic goals across short, medium, and long terms, select appropriate savings options, and implement structured programmes for client success.

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.What our students say
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