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.What our students say
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