Financial Planning & Advice Course
This course teaches practical financial planning over 36 months, including cash flow analysis, risk identification, debt repayment strategies, simple investment options, contingency planning, and clear client communication to achieve measurable results with realistic budgets and roadmaps.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a practical system for financial planning: build client profiles, set SMART goals, create 36-month roadmaps with monthly budgets, analyze cash flow, identify risks, structure debt repayment, select savings and investments, apply contingency plans, and communicate effectively for client success.
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 comparing snowball and avalanche methods with timelines.
- Create simple investment mixes matching 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 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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