flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Basics of Managing Money Course equips you with practical skills to evaluate your earnings, check out local living expenses, and create a solid monthly budget that really works. You will learn to prepare an emergency savings pot, examine debts, devise clever repayment plans, and put together a full money management strategy. Additionally, you practise sharing information on budgets, savings, and debt choices in simple terms, all while keeping to ethical and professional standards.
Elevify advantages
Develop skills
- Coaching clients on money matters: explain budgets, debts, and savings using straightforward language that clients understand.
- Designing monthly budgets: construct, interpret, and tweak cash flow tables quickly and precisely.
- Planning emergency funds: establish goals, schedules, and suitable short-term saving options.
- Debt management techniques: categorise debts and use avalanche or snowball repayment approaches.
- Creating professional money plans: record key assumptions and deliver clear summaries for clients.
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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