Estate Planning Courses and Certifications

Global Wealth Management and Private Banking

1111 ratings at Udemy

Learn HNWI Client Advisory, Financial Compliance (KYC / AML), and Investment Strategy from Swiss Private Banking Experts

• Udemy
• 5 hours 49 minutes
• On-Demand
• Paid Course

Retirement Planning Bootcamp Course

600 ratings at Udemy

Master essential retirement planning strategies to secure your financial future, from investment and tax optimization to Social Security benefits, estate planning, and risk management for a confident post-work life.

• Udemy
• 6 hours 2 minutes
• On-Demand
• Paid Course

The Personal Finance and Wealth Management Masterclass

527 ratings at Udemy

Become an Expert in Personal Finance and Investing. Learn MBA-Level Financial Analysis. Master Finance Fundamentals.

• Udemy
• 12 hours 28 minutes
• On-Demand
• Paid Course

Personal Finance Jumpstart!

518 ratings at Udemy

Improve your personal finance situation quickly. Many areas covered from saving, investing, credit, insurance, & more!

• Udemy
• 2 hours 44 minutes
• On-Demand
• 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
• On-Demand
• Paid Course

SoFi

Risk Management in Personal Finance

62 ratings at Coursera

Learn to safeguard your finances with insurance and estate planning. Explore various insurance types, determine coverage needs, and understand essential estate documents for comprehensive financial protection.

• Coursera
• 6 hours 34 minutes
• On-Demand
• Paid Course

Corporate Finance Institute

Introduction to Financial Planning and Wealth Management

46 ratings at Coursera

Learn about wealth management industry trends, career paths, and essential skills for success. Explore various advisor roles and determine your ideal career direction in financial planning.

• Coursera
• 4 hours 13 minutes
• On-Demand
• Paid Course

Find Your Life's Purpose And Legacy Certification

41 ratings at Udemy

Step-By-Step Guide To Find Your Life Purpose and Craft Your Legacy

• Udemy
• 9 hours 43 minutes
• On-Demand
• Paid Course

Microcredential

Alternative Investments as You Age

6 ratings at Coursera

Master strategic financial planning with alternative investments across different life stages, from wealth building to retirement and estate management through case studies and expert insights.

• Coursera
• 4 weeks, 10 hours a week
• On-Demand
• Paid Course
• 3 courses

State Bank of India

Comfort through Financial Planning

The course will answer biggest question – Why everyone should have a Financial Planning? The course will explain importance and need of a financial planning. With the help of the course, learner can get better visibility of current and future money requi…

• edX
• 4 weeks, 8-10 hours a week
• On-Demand
• Free Online Course (Audit)

Focus on Personal Finance: Online Textbook Help

Supplement your personal finance studies with engaging videos covering key concepts like money management, taxes, investing, and retirement planning.

• Study.com
• 1 day 2 hours 40 minutes
• On-Demand
• Paid Course

Series 65 Exam: Study Guide & Practice

Comprehensive study guide for Series 65 exam, covering economics, financial analysis, investments, and regulations through video lessons, quizzes, and practice exams.

• Study.com
• 31 hours
• On-Demand
• Paid 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

Finance 306: Small Business Finance

Comprehensive guide to small business finance, covering planning, financing, analysis, and management. Ideal for entrepreneurs seeking practical financial skills and knowledge.

• Study.com
• 13 hours 36 minutes
• On-Demand
• Paid Course

EDUCBA

Analyze Personal Finance and Private Wealth Strategies

Master personal finance and private wealth management through behavioral analysis, tax-efficient strategies, estate planning, and comprehensive investment policy design.

• Coursera
• 14 hours 17 minutes
• On-Demand
• Paid Course