Financial Literacy and Investments Course
Master financial literacy and investments for your clients: assess cashflow, build emergency funds, design budgets, profile risk, and create simple monthly investment plans with clear, client-ready explanations and practical, ethical advisory tools. This course equips you with essential tools to guide clients effectively in managing finances and growing wealth responsibly.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Financial Literacy and Investments Course gives you a clear, practical roadmap to assess cashflow, build realistic budgets, and set savings targets. Learn how to design emergency funds, map goals to risk levels, and create simple monthly investment plans using basic allocation models, index funds, bonds, and robo-advisors, while improving client communication, documentation, and ethical, transparent guidance.
Elevify advantages
Develop skills
- Build starter budgets and cashflow maps for clear, data-driven decisions.
- Design simple emergency funds and short-term liquidity strategies fast.
- Create beginner-friendly monthly investment plans with rebalancing rules.
- Compare basic investment products and fees to select cost-efficient options.
- Explain risk, goals, and plans to non-technical clients in plain language.
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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