Personal Finance and Investment Course
Master personal finance and investment with a clear plan to crush debt, build an emergency fund, optimize 401(k) and IRA use, design a simple portfolio, and project your net worth over 20 years—built for finance professionals who want real, actionable results.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Personal Finance and Investment Course gives you a clear, actionable system to organize cash flow, eliminate high-interest debt, build the right-sized emergency fund, and prioritize tax-advantaged accounts. You will design a 12-month implementation plan, construct a simple long-term portfolio, run 20-year net worth projections, manage risk, and set realistic goals backed by credible data and practical decision rules.
Elevify advantages
Develop skills
- Strategic debt payoff: apply avalanche vs snowball to crush high-interest loans fast.
- Smart investing: build low-cost index portfolios and automate 401(k) and IRA flows.
- Cash flow mastery: design 12-month budgets balancing debt, savings, and investments.
- Net worth modeling: project 20-year outcomes with realistic return and risk scenarios.
- Risk and behavior control: set reviews, safeguards, and habits that protect 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 workloadWhat our students say
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