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Personal Financial Coaching Course

Personal Financial Coaching Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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