Personal Finance and Investment Course
This course equips you with essential skills for personal finance management and investment, including debt repayment strategies, budgeting, portfolio construction, net worth forecasting, and risk management to build long-term financial security.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This Personal Finance and Investment Course provides a straightforward, practical framework to manage your cash flow, clear high-interest debt, establish an appropriate emergency fund, and focus on tax-efficient accounts. You'll create a 12-month action plan, assemble a basic long-term investment portfolio, forecast 20-year net worth projections, handle risk, and establish achievable goals supported by reliable data and sensible decision guidelines.
Elevify advantages
Develop skills
- Strategic debt repayment: use avalanche versus snowball methods to quickly eliminate high-interest loans.
- Wise investing: construct low-cost index portfolios and automate retirement annuity and tax-free savings account contributions.
- Cash flow expertise: develop 12-month budgets that balance debt reduction, savings, and investments.
- Net worth forecasting: model 20-year projections using realistic return rates and risk factors.
- Risk and behavioural management: implement reviews, protections, and routines to safeguard your financial plan.
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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