Money Management Basics Course
This course provides foundational knowledge and practical skills for effective personal money management, including budgeting, emergency planning, debt reduction, and creating comprehensive financial plans while communicating concepts clearly to clients.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Basics of Managing Money Course equips you with practical skills to evaluate your income, investigate local living expenses, and create an effective monthly budget. You'll learn to prepare an emergency fund, examine debts, establish wise repayment approaches, and record a full financial plan. Additionally, you'll practise articulating budgets, savings, and debt choices in straightforward terms, all while adhering to ethical and professional standards.
Elevify advantages
Develop skills
- Coaching clients on money matters: explain budgets, debts, and savings using simple language clients understand.
- Designing monthly budgets: construct, interpret, and modify cash flow tables quickly and precisely.
- Planning emergency funds: establish goals, schedules, and suitable short-term saving options.
- Skills in debt strategies: categorise debts and use avalanche or snowball repayment techniques.
- Creating professional financial plans: record key assumptions and deliver succinct summaries 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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