flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Basic Financial Concepts Course gives you a solid grasp of present and future value, discounting, interest, and compounding through clear formulas and step-by-step examples. You will practice researching reliable rate data, build simple templates for real-world client scenarios, explore risk and diversification basics, and learn to communicate numbers, trade-offs, and assumptions in concise, client-ready language.
Elevify advantages
Develop skills
- Build diversified portfolios: apply correlation, risk types, and asset mixes.
- Master interest and compounding: compute APY, EAR, and real account growth.
- Use PV and FV tools: compare saving vs investing and set client-specific targets.
- Create fast client templates: plug-in spreadsheets for returns and allocations.
- Explain trade-offs clearly: show risk, return, and liquidity in simple client terms.
Suggested summary
Before starting, you can change the chapters and 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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