Personal Financial Coaching Course
Gain expertise in personal financial coaching for actual clients: create budgets, determine emergency fund sizes, handle risks, establish savings targets, monitor KPIs, and develop 3-month coaching programmes that promote enduring behaviour shifts and tangible financial outcomes. This course equips you with practical tools to guide clients towards financial stability and long-term success.

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.What our students say
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