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

11 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

Microcredential

Financial Planning & Wealth Management Professional (FPWMP®) Certification

24623 ratings at Corporate Finance Institute

Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary

• Corporate Finance Institute
• On-Demand
• Paid Course

Introduction to Financial Planning and Wealth Management: Industry and Careers

91 ratings at Corporate Finance Institute

This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers

• Corporate Finance Institute
• 1 hour 24 minutes
• On-Demand
• Paid Course

Financial Planning Principles

46 ratings at Corporate Finance Institute

This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes his or her clients through

• Corporate Finance Institute
• 1 hour 49 minutes
• On-Demand
• Paid Course

Mastering Client Discovery

3 ratings at Corporate Finance Institute

Discover effective client discovery techniques for financial advisors, focusing on essential skills, meeting outcomes, and the client-advisor journey.

• Corporate Finance Institute
• 52 minutes
• On-Demand
• Paid Course

Developing a High Impact Financial Plan

2 ratings at Corporate Finance Institute

Enhance your career in the financial planning and wealth management industry by learning how to develop a high impact financial plan

• Corporate Finance Institute
• 1 hour 35 minutes
• On-Demand
• Paid Course

FP&A Professional Debt and Capex Forecasting & Analysis

4 ratings at Corporate Finance Institute

This course will help you learn the best-in-case practices for constructing FP&A schedules for debt and capital expenditure

• Corporate Finance Institute
• 48 minutes
• On-Demand
• Paid Course

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

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

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

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

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

407 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)