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Financial Planning & Advice Course

Financial Planning & Advice Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Financial Planning and Advice Course provides a straightforward, practical framework to create realistic client profiles, establish SMART goals, and craft a 36-month roadmap featuring detailed monthly budgets. You will learn to assess cash flow, identify critical risks, organise debt repayment, select basic savings and investment choices, and apply contingency measures alongside clear, client-focused communication to ensure plans remain effective and straightforward.

Elevify advantages

Develop skills

  • Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
  • Analyze client cash flow to spot risks, savings gaps, and expense levers quickly.
  • Design debt payoff plans by comparing snowball versus avalanche methods and modelling timelines.
  • Create simple investment mixes that match risk, goals, and time horizons.
  • Communicate financial advice clearly using 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
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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