from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Personal Finance and Investment Course provides a straightforward, practical approach to managing your money flow, clearing high-interest debts, setting up a suitable emergency fund, and focusing on tax-saving accounts. You will create a 12-month action plan, put together a basic long-term investment mix, forecast your net worth over 20 years, handle risks, and establish achievable targets supported by reliable information and sensible choices.
Elevify advantages
Develop skills
- Strategic debt payoff: use avalanche or snowball methods to quickly tackle high-interest loans.
- Smart investing: create low-cost index portfolios and set up automatic contributions to 401(k) and IRA accounts.
- Cash flow mastery: develop 12-month budgets that balance debt repayment, savings, and investments.
- Net worth modeling: forecast 20-year results using realistic return rates and risk factors.
- Risk and behavior control: implement regular check-ins, protections, and routines to safeguard your financial plan.
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 workloadWhat our students say
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