from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Basic Financial Concepts Course provides a strong understanding of present and future value, discounting, interest, and compounding using straightforward formulas and practical examples. You will learn to source trustworthy rate information, develop basic templates for everyday client situations, cover the fundamentals of risk and diversification, and gain skills to explain figures, compromises, and premises in straightforward, client-friendly terms.
Elevify advantages
Develop skills
- Build diversified portfolios by applying correlation, types of risk, and asset combinations.
- Master interest and compounding by calculating APY, EAR, and actual account expansion.
- Use PV and FV tools to compare saving versus investing and establish targets tailored to clients.
- Create quick client templates using plug-in spreadsheets for returns and allocations.
- Explain trade-offs simply by illustrating risk, return, and liquidity in basic client language.
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.What our students say
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