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Basic Financial Concepts Course

Basic Financial Concepts Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Basic Financial Concepts Course gives you a solid grasp of present and future value, discounting, interest, and compounding through clear formulas and step-by-step examples. You will practice researching reliable rate data, build simple templates for real-world client scenarios, explore risk and diversification basics, and learn to communicate numbers, trade-offs, and assumptions in concise, client-ready language.

Elevify advantages

Develop skills

  • Build diversified portfolios: apply correlation, risk types, and asset mixes.
  • Master interest and compounding: compute APY, EAR, and real account growth.
  • Use PV and FV tools: compare saving vs investing and set client-specific targets.
  • Create fast client templates: plug-in spreadsheets for returns and allocations.
  • Explain trade-offs clearly: show risk, return, and liquidity in simple client terms.

Suggested summary

Before starting, you can change the chapters and 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

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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