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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 straightforward, practical framework for creating realistic client profiles, establishing SMART goals, and developing a 36-month financial roadmap featuring accurate monthly budgets. Participants will master cash flow analysis, risk identification, debt repayment structuring, and selection of basic savings and investment choices, supported by contingency planning and straightforward client communication to ensure plans remain effective and accessible.

Elevify advantages

Develop skills

  • Build 36-month financial roadmaps with clear milestones, budgets, and cash flow analysis.
  • Analyze client cash flow to spot risks, savings gaps, and expense levers quickly.
  • Design debt payoff plans comparing snowball and avalanche methods with timelines.
  • Create simple investment mixes matching risk, goals, and time horizons.
  • Communicate financial advice clearly using client-ready scripts, reviews, and checklists.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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