Personal Financial Coaching Course
Gain practical skills in personal financial coaching: create household budgets, design savings and emergency funds, analyze cashflow and debts, manage risks, track progress with KPIs, and lead 3-month programs for lasting client behavior change and financial improvement. This course equips you to coach real clients effectively toward measurable results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides a practical framework for financial coaching, teaching you to assess cashflow, map debts, build budgets, set short-to-long-term goals, fund emergencies, select savings products, manage risks, track progress with KPIs, and run a 3-month program for sustained client change.
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 using KPIs, reforecasting plans, 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 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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