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Basic Financial Concepts Course

4.8/5
Basic Financial Concepts Course
4.8 in the evaluation
from 4 to 360h flexible workload
valid certificate 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 gain skills in sourcing trustworthy interest rate information, developing basic templates for everyday client situations, covering the essentials of risk and diversification, and articulating figures, compromises, and premises in straightforward, client-appropriate terms.

Elevify advantages

Develop skills

  • Build diversified portfolios by applying correlation, types of risk, and combinations of assets.
  • Master interest and compounding by calculating APY, EAR, and actual growth in accounts.
  • Use present value and future value methods to compare saving versus investing and establish targets tailored to clients.
  • Create quick templates for clients using plug-in spreadsheets for returns and allocations.
  • Explain trade-offs in a clear manner by illustrating risk, return, and liquidity using simple terms for clients.

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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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