4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
The Basic Financial Concepts Course provides a strong understanding of present and future value, discounting, interest, and compounding using straightforward formulas and step-by-step examples. You will practise sourcing reliable rate data, create simple templates for everyday client situations, delve into the fundamentals of risk and diversification, and learn to explain numbers, trade-offs, and assumptions in clear, client-friendly language.
Elevify Advantages
Develop Skills
- Build diversified portfolios: apply correlation, risk types, and asset mixes.
- Master interest and compounding: compute APY, EAR, and real account growth.
- Use PV and FV tools: compare saving vs investing and set client-specific targets.
- Create fast client templates: plug-in spreadsheets for returns and allocations.
- Explain trade-offs clearly: show risk, return, and liquidity in simple client terms.
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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