Personal Financial Coaching Course
Gain expertise in personal financial coaching for actual clients: develop budgets, determine emergency funds, handle risks, establish savings targets, monitor KPIs, and create 3-month coaching programmes that promote enduring behaviour shifts and tangible financial outcomes.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Personal Financial Coaching Course offers a straightforward, hands-on approach to evaluating cashflow, outlining debts, and creating workable household budgets. Discover how to define short-, medium-, and long-term objectives, measure and finance emergencies, and select appropriate savings options. You will also acquire techniques for managing risks, monitoring advancement using basic KPIs, and implementing a structured 3-month coaching initiative to foster sustained behavioural improvements among clients.
Elevify advantages
Develop skills
- Build household budgets: create zero-based plans with practical buffers quickly.
- Design savings strategies: establish goals, determine emergency funds, and automate transfers.
- Analyse cashflow: chart income, debts, and assets into straightforward client worksheets.
- Track client progress: monitor KPIs, update forecasts, and share clear visuals.
- Deliver 3-month coaching programmes: organise sessions, tools, and habit-building systems.
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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