Estate Planning Courses and Certifications

Drafting Wills and Trusts

Learn substantive and procedural principles of wills, trusts, and estate planning. Master drafting techniques, inventory estates, and collect data as a paralegal.

• California Community Colleges System
• 11 weeks, 4 hours a week
• 23rd Sep, 2024
• Paid Course

Getting Your Legal House in Order

45 ratings at The Great Courses Plus

Discover peace of mind with this approachable, step-by-step plan for getting your financial, legal, and estate plans together.

• The Great Courses Plus
• 9 hours 30 minutes
• On-Demand
• Free Trial Available

Life & Legacy: Creating Your Roadmap

Life & Legacy: Creating Your Roadmap with Chanel Reynolds

• CreativeLive
• 9 hours 8 minutes
• On-Demand
• $49.00

TEDx

E se Mettessimo le Credenziali di Instagram nel Testamento? - Nuove Frontiere dell'Eredità Digitale

Esplorazione delle nuove forme di eredità nell'era digitale: dal testamento tradizionale ai beni digitali, affrontando le sfide giuridiche e sociali dell'innovazione tecnologica.

• YouTube
• 19 minutes
• On-Demand
• Free Video

Navigating the Legal and Financial Aspects of Caregiving

Explore legal and financial aspects of caregiving, focusing on caregiver well-being, potential issues, and available resources for navigating responsibilities.

• YouTube
• 56 minutes
• On-Demand
• Free Video

Personal Finance 101: Everything You Need to Know

4633 ratings at Udemy

Everything you need to know about personal finance in the U.S, presented through concise, engaging, animated videos.

• Udemy
• 2 hours 59 minutes
• On-Demand
• Free Online Course

Personal Financial Well-Being

1789 ratings at Udemy

Master personal finance: budgeting, debt, taxes, retirement, investing, insurance, and estate planning. Gain tools to generate cash flow, accumulate wealth, and protect assets for financial well-being.

• Udemy
• 10 hours 36 minutes
• On-Demand
• Paid Course

SoFi

Risk Management in Personal Finance

42 ratings at Coursera

Learn to safeguard your finances with insurance and estate planning. Explore various insurance types, determine coverage needs, and understand essential estate documents for comprehensive financial protection.

• Coursera
• 6 hours 34 minutes
• On-Demand
• Free Online Course (Audit)

Find Your Life's Purpose And Legacy Certification

40 ratings at Udemy

Step-By-Step Guide To Find Your Life Purpose and Craft Your Legacy

• Udemy
• 10 hours
• On-Demand
• Paid Course

Focus on Personal Finance: Online Textbook Help

Supplement your personal finance studies with engaging videos covering key concepts like money management, taxes, investing, and retirement planning.

• Study.com
• 1 day 2 hours 40 minutes
• On-Demand
• Paid Course

Series 65 Exam: Study Guide & Practice

Comprehensive study guide for Series 65 exam, covering economics, financial analysis, investments, and regulations through video lessons, quizzes, and practice exams.

• Study.com
• 31 hours
• On-Demand
• Paid Course

CFP Certification Exam Study Guide - Certified Financial Planner

Comprehensive study guide covering all aspects of financial planning, from regulations to investment strategies, preparing candidates for the CFP Certification exam through engaging lessons and practice assessments.

• Study.com
• 14 hours
• On-Demand
• Paid Course

Finance 306: Small Business Finance

Comprehensive guide to small business finance, covering planning, financing, analysis, and management. Ideal for entrepreneurs seeking practical financial skills and knowledge.

• Study.com
• 13 hours 36 minutes
• On-Demand
• Paid Course

PFS Exam Study Guide - CPA Personal Financial Specialist

Comprehensive guide covering financial planning topics for the Personal Financial Specialist (PFS) credential exam, including tax, estate, investment, and retirement planning.

• Study.com
• 16 hours 24 minutes
• On-Demand
• Paid Course

DSST Personal Finance: Study Guide & Test Prep

Comprehensive guide covering essential personal finance topics, from banking and credit to investing and retirement planning, designed to enhance financial literacy and exam preparation.

• Study.com
• 14 hours
• On-Demand
• Paid Course