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Personal Financial Management Course
Take control of your finances with our Personal Financial Management Course, designed for Kiwi professionals wanting practical, top-notch learning. Explore advanced budgeting techniques like the Envelope System and 50/30/20 Rule, and get into investment strategies, including diversification and risk management. Learn retirement planning essentials, tax optimisation, and debt management methods. Boost your financial literacy with tools and software to track investments and maximise savings. Join now to secure your financial future.
- Master budgeting techniques: Optimise spending with advanced budgeting methods.
- Diversify investments: Balance risk with strategic asset allocation.
- Plan for retirement: Set goals and understand KiwiSaver and other retirement options.
- Optimise taxes: Maximise savings with tax planning and credits.
- Manage debt effectively: Improve credit scores and reduce debt efficiently.

4 to 360 hours flexible workload
certificate recognised by the NZQA
What will I learn?
Take control of your finances with our Personal Financial Management Course, designed for Kiwi professionals wanting practical, top-notch learning. Explore advanced budgeting techniques like the Envelope System and 50/30/20 Rule, and get into investment strategies, including diversification and risk management. Learn retirement planning essentials, tax optimisation, and debt management methods. Boost your financial literacy with tools and software to track investments and maximise savings. Join now to secure your financial future.
Elevify advantages
Develop skills
- Master budgeting techniques: Optimise spending with advanced budgeting methods.
- Diversify investments: Balance risk with strategic asset allocation.
- Plan for retirement: Set goals and understand KiwiSaver and other retirement options.
- Optimise taxes: Maximise savings with tax planning and credits.
- Manage debt effectively: Improve credit scores and reduce debt efficiently.
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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