Estate Planning Courses and Certifications

Life & Legacy: Creating Your Roadmap

Life & Legacy: Creating Your Roadmap with Chanel Reynolds

• CreativeLive
• 9 hours 8 minutes
• Self-Paced
• Paid Course

US Estate Taxation and Policies

Build a basic US estate plan: gift and estate tax compliance, probate and asset titling, trusts, charitable giving, marital deduction, life insurance, and generation-skipping transfers.

• Coursera
• 7 weeks, 2 hours a week
• Self-Paced
• Paid Course

Insurance, Retirement, and Estate Planning

Compare health, disability, life, auto, homeowner's and long-term care insurance, plan retirement with IRAs, and prepare wills, living wills, and powers of attorney.

• Coursera
• 4 weeks, 2 hours a week
• Self-Paced
• Paid Course

Retirement and Estate Planning

Compare retirement plans and benefit distribution options, build a personalized retirement strategy, and plan estates using wills, trusts, and beneficiary designations to avoid probate.

• Coursera
• 4 hours
• Self-Paced
• Paid Course

AnalystPrep

Topics in Private Wealth Management - Part III - 2025 Level III CFA Reading 21

Master essential strategies for estate planning, wealth transfer, and multi-generational wealth management across common and civil law systems, focusing on effective bequest and lifetime gift objectives.

• YouTube
• 36 minutes
• Self-Paced
• Free Video

MassGeneralHospital

Holistic Estate Planning: A Multidisciplinary Approach for Dementia Caregivers

Explore holistic estate planning for dementia patients and caregivers with attorney Judith M. Flynn, focusing on a multidisciplinary approach to support and understanding.

• YouTube
• 1 hour 27 minutes
• Self-Paced
• Free Video

Career Certificate

Alternative Investments as You Age

8 ratings at Coursera

Integrate alternative investments into diversified portfolios: build wealth across life stages, model allocations through case studies, and plan retirement and legacy assets.

• Coursera
• 4 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 3 courses

Alternatives as We Age: Retirement and Legacy Planning

Plan for retirement and legacy: weigh annuitization, treasury, bucket and market-driven strategies, model income-sustaining portfolios, and apply estate planning to land and illiquid assets.

• Coursera
• 4 weeks, 2 hours a week
• Self-Paced
• Paid Course

Personal Financial Well-Being

1964 ratings at Udemy

Learn to manage your money end to end: personal budgeting, debt management, income taxes, retirement planning, basic and advanced investing, insurance, and estate planning.

• Udemy
• 10 hours 36 minutes
• Self-Paced
• Paid Course

SoFi

Risk Management in Personal Finance

65 ratings at Coursera

Learn how insurance protects a financial plan: compare life, health, disability, homeowners, renters, auto and umbrella coverage, size your needs, and prepare basic estate documents.

• Coursera
• 4 weeks, 2 hours a week
• Self-Paced
• Paid Course

Career Certificate

Everyday Tax Concepts: US Individual, Corporate & Estate Tax

Learn US federal taxation across individual income, estate and gift, and corporate returns: gross income, deductions, capital gains, AMT, unified transfer tax, and entity choice.

• Coursera
• 20 weeks, 2 hours a week
• Self-Paced
• Paid Course
• 3 courses

Career Certificate

Personal Financial Planning

Build a comprehensive personal financial plan: set goals, apply time value of money and tax strategies, manage cash, credit and insurance, invest in stocks and bonds, plan retirement and estates.

• Coursera
• 4 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 8 courses

EDUCBA

Tax Planning and Wealth Management Basics

Compute capital gains, salary and house property income, and depreciation, and apply estate, retirement, and Excel-based financial planning strategies to legally reduce tax liability.

• Coursera
• 9 weeks, 2 hours a week
• Self-Paced
• Paid Course

Career Certificate

Saving, Investing, Insurance, and Retirement Planning

Build long-term financial security: create an emergency fund, compare stocks, bonds, mutual funds, ETFs and real estate, choose health, disability and life insurance, and plan retirement and estate.

• Coursera
• 4 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 3 courses

EDUCBA

Analyze Personal Finance and Private Wealth Strategies

Analyze investor profiles and behavioral biases, construct investment policy statements, apply tax-efficient portfolio and ownership structures, and plan estate and cross-border wealth transfer.

• Coursera
• 6 weeks, 2 hours a week
• Self-Paced
• Paid Course