Financial Planning Courses and Certifications

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

Financial Planning & Goal Setting

2 reviews

Learn essential financial skills, from choosing a planner to managing debt, saving, investing, and guilt-free spending. Gain practical tips for financial empowerment and long-term success.

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

Financial Planning

1 review

Learn essential financial planning concepts, strategies for savings and investments, and how to achieve long-term financial security and well-being.

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

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

Financial Planning

1 review

Comprehensive guide to financial planning, covering insurance, investments, savings strategies, wealth accumulation, budgeting, and tax-advantaged accounts for informed decision-making.

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

Financial Planning & Analysis: Building a Company's Budget

16274 ratings at Udemy

Learn the Fundamentals of Financial Planning and Position Your Career for Success!

• Udemy
• 4 hours 32 minutes
• On-Demand
• Paid Course

FAST CLASS: How to Plan Your Financial Future

FAST CLASS: How to Plan Your Financial Future with Erin Lowry/Broke Millennial

• CreativeLive
• 1 hour 34 minutes
• On-Demand
• Paid Course

Which managed account structure should you use for your client?

Assess the risks and benefits of different managed accounts

• OpenLearning
• 2 hours
• On-Demand
• Paid Course

In whose 'best interest' does the adviser act?

Learn about the best interest obligations of financial advisers

• OpenLearning
• On-Demand
• Paid Course

How do we advise millennials?

Learn how to advise millennials, the next generation of clients.

• OpenLearning
• 1 hour
• On-Demand
• Paid Course

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