from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Basic Money Ideas Course helps you understand well the value of money now and later, discounting, interest, and how it grows through simple formulas and clear examples step by step. You will learn to find good rate information, make easy templates for real situations with clients, look into basic risk and spreading investments, and explain numbers, choices, and guesses in short words that clients can understand.
Elevify advantages
Develop skills
- Build spread-out investment sets: use how things connect, kinds of risk, and mixes of assets.
- Learn well interest and growing: calculate yearly percentage yield, effective yearly rate, and true growth in accounts.
- Use present value and future value methods: compare saving against investing and set goals for clients.
- Make quick templates for clients: use ready spreadsheets for returns and shares.
- Explain choices simply: show risk, return, and easy cash access in plain words for clients.
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.What our students say
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