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Money Management Basics Course

Money Management Basics Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

The Money Management Basics Course equips you with practical skills to evaluate income, investigate local living expenses, and create an effective monthly budget. Learn to plan an emergency fund, analyse debt, develop smart repayment strategies, and compile a comprehensive money plan. You will also practise explaining budgets, savings, and debt options in straightforward language while adhering to ethical and professional standards.

Elevify advantages

Develop skills

  • Client money coaching: explain budgets, debt, and savings in clear client language.
  • Monthly budget design: build, read, and adjust cashflow tables quickly and accurately.
  • Emergency fund planning: set targets, timelines, and smart short-term savings vehicles.
  • Debt strategy skills: classify debts and apply avalanche or snowball payoff methods.
  • Professional money plans: document assumptions and present concise client summaries.

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.
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 chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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Course in PDF