Financial Planning Courses and Certifications

Financial Planning

Learn strategies for college financial planning, including savings vehicles, funding philosophies, and student loan management, to make informed decisions for your family's future.

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

Financial Planning

Learn strategies for early retirement, debt elimination, frugal living, and asset allocation. Explore the FIRE movement, potential downsides, and financial freedom techniques for a secure future.

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

Financial Planning

Learn essential financial planning concepts, from tax preparation to bookkeeping basics. Gain insights on financial statements, business valuation, and tax planning strategies for individuals and businesses.

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

Do Financial Planning

Learn to invest wisely, plan for long-term goals, and harness the power of compounding. Discover effective asset allocation strategies and how to determine your investable surplus.

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

Financial Planning

Learn to budget, reduce debt, set goals, and achieve financial independence. Explore personal finance software, avoid scams, and prepare for major life changes. Discover strategies for long-term financial success and creating your dream lifestyle.

• YouTube
• 1 day 2 hours
• On-Demand
• Free Video

Financial Planning Software

Learn to use financial planning software for comprehensive retirement strategies, investment management, tax planning, and more.

• YouTube
• 18 hours
• On-Demand
• Free Video

Microcredential

Financial Planning & Analysis Professional (FPAP)

26630 ratings at Corporate Finance Institute

Financial planning and analysis (FP&A) professionals support business leaders with decision making by creating world-class financial models and delivering deep insights to improve the financial and operating performance of a company

• Corporate Finance Institute
• 3 days 1 hour
• On-Demand
• Paid Course

Planning your Client's Wealth over a 5-year Horizon

423 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
• 14 hours 1 minute
• On-Demand
• Paid Course

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 12 minutes
• On-Demand
• Paid Course

SAC Planning - Complete Course with Hands on Practice

382 ratings at Udemy

SAC Planning - All Functionalities with Real Time Use Cases

• Udemy
• 5 hours 36 minutes
• On-Demand
• Paid Course

Personal Capital Free Financial Planner Application

58 ratings at Udemy

Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance tools

• Udemy
• 4 hours 1 minute
• 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

Coursera

Project and Stress-Test Financial Plans

Master multi-year P&L projections by connecting market forecasts with sales assumptions, then stress-test plans to evaluate resilience and propose margin-preserving actions.

• Coursera
• 2 hours 20 minutes
• 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

EDUCBA

Master IT Budgeting: Analyze, Forecast & Optimize

Analyze IT financial structures, apply forecasting techniques, and build strategic budgets with real-world examples and multi-year performance evaluation methods.

• Coursera
• 8 hours 5 minutes
• On-Demand
• Paid Course