Estate Planning Courses and Certifications

National Scleroderma Foundation

Importance of Estate Planning - Durable and Healthcare Powers of Attorney

Discover essential estate planning fundamentals including durable and healthcare powers of attorney to ensure your wishes are properly honored and protected.

• YouTube
• 1 hour 20 minutes
• Self-Paced
• Free Video

Dana-Farber Cancer Institute

Managing Your Finances During Cancer - Estate Planning Pitfalls

Gain insights into essential estate planning strategies and financial management techniques specifically designed for cancer patients and their families.

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

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

Explore US estate planning essentials, covering gift and estate taxes, trusts, charitable giving, life insurance, and generation-skipping transfers to effectively manage and transfer wealth.

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

Getting Your Legal House in Order

47 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
• Self-Paced
• Free Trial Available

Insurance, Retirement, and Estate Planning

Explore insurance, retirement, and estate planning essentials—learn to protect assets, plan for retirement, and build a lasting legacy with confidence and clarity.

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

Gresham College

The Later Years - Organisation, Independence and Peace of Mind

Discover practical strategies for organizing your later years, from creating wills and lasting powers of attorney to maintaining independence, health, and peace of mind through thoughtful preparation.

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

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

Gresham College

The Later Years - Organisation, Independence and Peace of Mind

Discover practical strategies for organizing your later years, maintaining independence, and achieving peace of mind through simple preparation steps and family discussions.

• YouTube
• 1 hour 10 minutes
• Self-Paced
• Free Video

Dana-Farber Cancer Institute

Legacy Planning: Navigating the Future with Planning, Preparation and Practice Guidance

Gain insights into basic estate planning concepts and practical steps for protecting your legacy, ensuring smooth transitions for your family, and helping loved ones settle an estate.

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

Dana-Farber Cancer Institute

Managing Your Finances During Cancer - Legacy Planning

Gain insights into essential financial planning strategies and stress reduction techniques specifically designed for cancer patients and their families during treatment.

• YouTube
• 31 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

Personal Finance for Artists & Freelancers

12 ratings at CreativeLive

Personal Finance for Artists & Freelancers with Galia Gichon

• CreativeLive
• 14 hours 54 minutes
• Self-Paced
• Paid Course

Alternatives as We Age: Retirement and Legacy Planning

Explore comprehensive retirement strategies, from portfolio management to estate planning, focusing on alternative investments, income sustainability, and legacy building for long-term financial security.

• Coursera
• 9 hours 37 minutes
• Self-Paced
• Paid Course

Personal Finance 101: Everything You Need to Know

5391 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
• Self-Paced
• Free Online Course