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Personal Financial Coaching Course

Personal Financial Coaching Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Personal Financial Coaching Course gives you a clear, practical framework to assess cashflow, map debts, and build realistic household budgets. Learn to set short, medium, and long-term goals, size and fund emergencies, and choose suitable saving products. You also gain tools for risk management, progress tracking with simple KPIs, and a structured 3-month coaching program to drive lasting behavior change with clients.

Elevify advantages

Develop skills

  • Build family budgets: craft zero-based plans with realistic buffers fast.
  • Design savings plans: set goals, size emergency funds, automate transfers.
  • Analyze cashflow: map income, debts, and assets into clear client worksheets.
  • Monitor client progress: track KPIs, reforecast plans, and present visuals.
  • Run 3-month coaching programs: structure sessions, tools, and habit systems.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for 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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