Financial Planning & Advice Course
Master financial planning using a 36-month roadmap, cash flow and risk analysis, debt payoff strategies, and straightforward investment options. Develop client-ready budgets, contingency plans, and clear advice that delivers tangible, measurable outcomes for lasting financial success.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This Financial Planning and Advice Course provides a practical framework to create realistic client profiles, establish SMART goals, and develop a 36-month roadmap featuring detailed monthly budgets. You will learn to analyse cash flow, identify critical risks, structure debt repayment plans, select appropriate savings and investment choices, and apply contingency measures alongside effective client communication to ensure plans remain actionable and on track.
Elevify advantages
Develop skills
- Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
- Analyse client cash flow to spot risks, savings gaps, and expense levers quickly.
- Design debt payoff plans comparing snowball versus avalanche methods and model timelines.
- Create simple investment mixes matching risk, goals, and time horizons.
- Communicate advice clearly using client-ready scripts, reviews, and checklists.
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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Course in PDF