Financial Planning Courses and Certifications

Personal & Family Financial Planning

16 reviews

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

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

Financial Planning for Young Adults

7 reviews

Learn essential financial planning concepts for young adults, including goal-setting, budgeting, saving, investing, and risk management. Develop practical skills to make informed financial decisions and secure your future.

• Coursera
• 19 hours 46 minutes
• On-Demand
• Free Online Course (Audit)

Texas Tech University

Financial Planning Concepts

9 reviews

Learn Financial Planning Concepts such as financial statements, cash-flow statements, balance sheet, ratio analysis, vertical and horizontal analysis and expenses in this quick lecture series

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

Alternative Investments As We Age: Building Wealth

Explore financial planning and investment strategies across life stages. Analyze wealth building, evaluate management approaches, and assess alternative investments for long-term financial stability.

• Coursera
• 15 hours 10 minutes
• On-Demand
• Free Online Course (Audit)

Planning your Client's Wealth over a 5-year Horizon

404 ratings at Coursera

Design personalized 5-year wealth plans for fictional clients, applying knowledge from previous courses on asset management, behavioral finance, portfolio optimization, and performance measurement.

• Coursera
• 13 hours 1 minute
• On-Demand
• Free Online Course (Audit)

Indian School of Business

Financial Planning

35 ratings at Coursera

Learn essential financial planning concepts, from understanding statements to building investment portfolios. Gain insights on financial independence, income sources, investments, insurance, and tax planning for confident financial management.

• Coursera
• 15 hours 52 minutes
• On-Demand
• Free Online Course (Audit)

Four Fundamentals of Financial Planning

240 ratings at Udemy

Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your Success

• Udemy
• 1 hour 6 minutes
• On-Demand
• Paid Course

SAC Planning - Complete Course with Hands on Practice

69 ratings at Udemy

SAC Planning - All Functionalities with Real Time Use Cases

• Udemy
• 4 hours 6 minutes
• On-Demand
• Paid Course

Personal Capital Free Financial Planner Application

57 ratings at Udemy

Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance tools

• Udemy
• 4 hours 1 minute
• On-Demand
• Paid Course

Build Your Own Financial Planning Spreadsheet

48 ratings at Udemy

Take control of your financial future by understanding the risks and rewards of your savings and investments!

• Udemy
• 2-3 hours
• On-Demand
• Free Online 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

Virtual Wise Finances Workshop – Financial Planning (Live Online)

5 ratings at CourseHorse

Take control of your financial future with a workshop that blends practical planning strategies with mindful money management.

• CourseHorse
• 2 hours
• On-Demand
• $80.00

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

The Open University

Finance Fundamentals: Financial Planning and Budgeting

With household budgets feeling the pinch this course shows how to bring order to your finances and make good financial decisions.

• FutureLearn
• 4 weeks, 3 hours a week
• On-Demand
• Free Online Course (Audit)

Columbus College of Art & Design

Financial Planning for Creative Careers

3 reviews

This course provides an overview of strategic planning for a creative career, with particular emphasis on budgeting tools, insights, and analysis within creative careers and building diverse sources of income.

• Kadenze
• 50 hours
• On-Demand
• Free Online Course