flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Financial Planning & Advice Course gives you a clear, practical system to build realistic client profiles, set SMART goals, and design a 36-month roadmap with precise monthly budgets. Learn to analyze cash flow, spot key risks, structure debt repayment, and choose simple saving and investment options, while using contingency plans and client-friendly communication to keep every plan on track and easy to follow.
Elevify advantages
Develop skills
- Build 36-month financial roadmaps: clear milestones, budgets, and cash flow.
- Analyze client cash flow: spot risks, savings gaps, and expense levers fast.
- Design debt payoff plans: compare snowball vs avalanche and model timelines.
- Create simple investment mixes: match risk, goals, and time horizons quickly.
- Communicate advice clearly: use client-ready scripts, reviews, and checklists.
Suggested summary
Before starting, you can change the chapters and 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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