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Financial Planning & Advice Course

Financial Planning & Advice Course
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.
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