Financial Planning Courses and Certifications

Programs and Apps for Financial Planning

1 review

Explore essential financial planning tools and apps, from portfolio setup to dividend analysis, options trading, and mortgage comparisons, enhancing your investment strategies.

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

Developing Investment Acumen

213 ratings at LinkedIn Learning

Learn more about how your investments actually work. Get practical investment strategies that can help you improve your financial portfolio and make your money work for you.

• LinkedIn Learning
• 55 minutes
• On-Demand
• Free Trial Available

Money Management Skills

72 ratings at The Great Courses Plus

Learn the basic principles of money management with this course that teaches you how to build a financial plan to achieve your goals.

• The Great Courses Plus
• 6 hours 10 minutes
• On-Demand
• Free Trial Available

Intro to Financial Independence- Top 5 Habits to Adopt Right Now

Learn essential habits for financial independence: automate savings and bills, prioritize goals, optimize debt repayment, and track net worth. Practical steps to build a strong financial foundation and work towards long-term stability.

• Skillshare
• 14 minutes
• On-Demand
• Free Trial Available

Microcredential

Become a Corporate Financial Planning Analyst

Develop financial analysis skills to gather, analyze, and present data effectively. Learn strategic planning, accounting, economics, and project management to become a corporate financial planning analyst.

• LinkedIn Learning
• On-Demand
• Free Trial Available
• 16 courses

Personal Financial Planning by Rachana Phadke Ranade

Learn essential personal finance skills: budgeting, saving, investing, insurance, taxes, and goal-setting. Gain practical tips for managing money, building wealth, and securing your financial future.

• YouTube
• 6 hours
• On-Demand
• Free Video

Financial Planning - Mid-Career Through Retirement

Comprehensive guide covering financial planning essentials: college savings, retirement strategies, estate planning, insurance, eldercare, investing, and smart money decisions for mid-career to retirement stages.

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

Financial Planning Basics

Learn essential financial planning skills, from emergency funds to investments, insurance, and market analysis. Gain practical knowledge for better money management and financial decision-making.

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

Cross-Border Financial Planning

Explore financial planning strategies for cross-border retirement, focusing on US-Canada transitions. Learn about RRSPs, RRIFs, 401(k)s, and tax considerations for a smooth international retirement.

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

Financial Planning Basics and Investment Planning

Learn essential financial planning and investment strategies to manage your money effectively and build wealth for the future.

• YouTube
• 6 hours
• On-Demand
• Free Video

Financial Planning

Learn strategies for college financial planning, including savings vehicles, funding philosophies, and student loan management, to make informed decisions for your family's future.

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

Financial Planning

Learn strategies for early retirement, debt elimination, frugal living, and asset allocation. Explore the FIRE movement, potential downsides, and financial freedom techniques for a secure future.

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

Financial Planning

Learn essential financial planning concepts, from tax preparation to bookkeeping basics. Gain insights on financial statements, business valuation, and tax planning strategies for individuals and businesses.

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

Do Financial Planning

Learn to invest wisely, plan for long-term goals, and harness the power of compounding. Discover effective asset allocation strategies and how to determine your investable surplus.

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

Financial Planning

Learn to budget, reduce debt, set goals, and achieve financial independence. Explore personal finance software, avoid scams, and prepare for major life changes. Discover strategies for long-term financial success and creating your dream lifestyle.

• YouTube
• 1 day 2 hours
• On-Demand
• Free Video