from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Personal Finance and Investment Course provides a straightforward, practical framework to manage your cash flow, clear high-interest debts, establish an appropriate emergency fund, and focus on tax-efficient savings options. You will create a 12-month action plan, develop a basic long-term investment portfolio, forecast net worth over 20 years, handle risks, and establish achievable goals supported by reliable data and sensible decision-making guidelines.
Elevify advantages
Develop skills
- Strategic debt repayment: use avalanche or snowball methods to quickly eliminate high-interest loans.
- Intelligent investing: create low-cost index portfolios and set up automatic contributions to pension and retirement accounts.
- Cash flow expertise: craft 12-month budgets that balance debt reduction, savings, and investments.
- Net worth forecasting: model 20-year projections using realistic returns and risk assessments.
- Risk and behavioural management: implement regular check-ins, protections, and routines to safeguard your financial strategy.
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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