Financial Planning Courses and Certifications

PFS Exam Study Guide - CPA Personal Financial Specialist

Comprehensive guide covering financial planning topics for the Personal Financial Specialist (PFS) credential exam, including tax, estate, investment, and retirement planning.

• Study.com
• 16 hours 24 minutes
• Self-Paced
• Paid Course

Artificial Intelligence in Financial Planning

12 ratings at Coursera

Explore how AI is transforming financial planning with insights on integration, innovative tools, and ethical considerations for enhancing advisory services and client experiences.

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

SAC Planning - Complete Course with Hands on Practice

390 ratings at Udemy

SAC Planning - All Functionalities with Real Time Use Cases

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

Money Management Skills

72 ratings at The Great Courses Plus

Learn the basic principles of money management with this course that teaches you how to build a financial plan to achieve your goals.

• The Great Courses Plus
• 6 hours 10 minutes
• Self-Paced
• Free Trial Available

Corporate Finance Institute

Introduction to Financial Planning and Wealth Management

47 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
• Self-Paced
• Paid Course

Introduction to Personal Financial Planning

34 ratings at edX

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your financial goals.

• edX
• 4 weeks, 4-6 hours/week
• Self-Paced
• Free Online Course (Audit)

Coursera

GenAI for Financial Forecasting and Planning

16 ratings at Coursera

Master AI-driven financial forecasting techniques to automate predictions, streamline processes, and enhance decision-making accuracy through practical applications of generative AI tools and methodologies.

• Coursera
• 4 hours 3 minutes
• Self-Paced
• Paid Course

Tech Finance Guide: Maximize Your Equity And Benefits

1 rating at Taro

Gain insights into tech equity compensation—RSUs, ISOs, NSOs, ESPPs—and learn tax strategies, retirement account optimization, and benefit maximization to confidently manage your financial future.

• Taro
• 2 hours 2 minutes
• Self-Paced
• Free Online Course

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/week
• Self-Paced
• Free Online Course (Audit)

Master Cashflow in 60 Mins: Business Financial Planning

808 ratings at Udemy

Unlock Business Success: Master Income Statements, Expense Projections, and Scenario Analysis with Cashflow Forecasting!

• Udemy
• 1 hour 59 minutes
• Self-Paced
• Paid Course

Financial Planning Basic in Hindi

1 rating

हिंदी में वित्तीय नियोजन के मूल सिद्धांत: लक्ष्य निर्धारण, निवेश विकल्प, और सामान्य गलतियों से बचने के लिए व्यावहारिक मार्गदर्शन।

• YouTube
• 1 hour 30 minutes
• Self-Paced
• Free Video

Financial Planning

Learn effective financial planning strategies for various life goals. Discover smart investment choices, budgeting techniques, and money-saving tips to achieve financial success and secure your future.

• YouTube
• 6 hours
• Self-Paced
• Free Video

Live 10th (Maths I) - Financial Planning

अर्थनियोजन की मूल अवधारणाओं का गहन अध्ययन, जिसमें GST, व्यवसाय साखळी और विविध प्रश्नों का समावेश है। 10वीं कक्षा के गणित पाठ्यक्रम का महत्वपूर्ण हिस्सा।

• YouTube
• 8 hours
• Self-Paced
• Free Video

Financial Planning

Aprenda estratégias práticas para alcançar liberdade financeira, desde planejamento e investimentos até gestão de crédito e seguros, com foco em criar riqueza a longo prazo.

• YouTube
• 4 hours 30 minutes
• Self-Paced
• Free Video

Financial Planning

व्यापक वित्तीय योजना मार्गदर्शन: क्रेडिट कार्ड, म्यूचुअल फंड, टैक्स बचत, और निवेश रणनीतियों पर गहन जानकारी। अपने वित्तीय लक्ष्यों को प्राप्त करने के लिए व्यावहारिक सुझाव और युक्तियाँ।

• YouTube
• 2 hours 30 minutes
• Self-Paced
• Free Video