Financial Planning & Advice Course
Gain expertise in financial planning through a 36-month roadmap, detailed cash flow and risk analysis, effective debt repayment strategies, and straightforward investment options. Develop practical budgets, contingency measures, and clear communication skills to deliver actionable advice that achieves tangible outcomes for clients.

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.What our students say
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