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Personal Financial Coaching Course

Personal Financial Coaching Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Personal Financial Coaching Course offers a straightforward, hands-on approach to evaluating cashflow, organising debts, and creating practical household budgets. You will learn to establish short-, medium-, and long-term objectives, determine and finance emergency funds, and select appropriate savings options. Additionally, acquire techniques for managing risks, tracking advancement via simple KPIs, and implementing a structured 3-month coaching initiative to foster sustained behavioural improvements among clients.

Elevify advantages

Develop skills

  • Build household budgets with zero-based plans and realistic buffers.
  • Design savings plans by setting goals, sizing emergency funds, and automating transfers.
  • Analyse cashflow by mapping income, debts, and assets into clear worksheets.
  • Monitor client progress using KPIs, reforecasting plans, and visual reports.
  • Deliver 3-month coaching programmes with structured sessions and habit systems.

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

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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