Personal Financial Coaching Course
Gain mastery in personal financial coaching for real clients. Learn to build budgets, size emergency funds, manage risks, set savings goals, track KPIs, and create 3-month programs that promote lasting behaviour change and tangible financial outcomes. This course equips you with practical tools to guide clients towards financial stability using simple, effective strategies suited for everyday household needs.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course offers a straightforward framework to evaluate cashflow, track debts, and create workable household budgets. You will learn to establish short-, medium-, and long-term goals, determine and finance emergency funds, and select appropriate savings options. Additionally, acquire techniques for managing risks, monitoring progress via basic KPIs, and implementing a structured 3-month coaching plan to foster enduring positive financial habits in clients.
Elevify advantages
Develop skills
- Build family budgets with zero-based plans and realistic buffers.
- Design savings plans by setting goals, sizing emergency funds, and automating transfers.
- Analyze cashflow by mapping income, debts, and assets into clear worksheets.
- Monitor client progress through KPIs, plan reforecasting, and visual presentations.
- Run 3-month coaching programs with structured sessions, tools, and habit systems.
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
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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