Financial Planning & Advice Course
Master financial planning through a 36-month roadmap, cash flow and risk analysis, debt payoff strategies, and straightforward investment approaches. Develop client-ready budgets, contingency plans, and clear advice that delivers tangible, measurable outcomes for lasting financial success.

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 workloadWhat our students say
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