10 Best Financial Planning Courses and Certifications Online

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Close up iPhone showing Udemy application and laptop with notebookThere are countless online courses and classes that will help you improve your Financial Planning abilities and earn your Financial Planning certificate.

In this article, our experts have actually assembled a curated list of the 10 Best of the Best Financial Planning courses, tutorials, training programs, classes and certifications that are available online right now.

We have included only those courses that meet our high-quality standards. We have put a lot of effort and time into collecting these all for you. These courses are suitable for all levels, beginners, intermediate learners, and experts.

Here’s a look at these courses and what they have to offer for you!

10 Best Financial Planning Courses and Certifications Online

1. Four Fundamentals of Financial Planning by “Scott Paton, Dwayne Richards, Scott Alex” Udemy Course Our Best Pick

“Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your Success”

As of right now, more than 35489+ people have enrolled in this course and there are over 236+ reviews.

Course Content
Start Here
Cash is King
Lifestyle
Assets
The Future
Conclusions

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2. Financial Planning & Analysis: Building a Company’s Budget by 365 Careers Udemy Course

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

As of right now, more than 31065+ people have enrolled in this course and there are over 6668+ reviews.

Course Content
Course Introduction
Getting Started with Financial Planning and Analysis
The Accounting Framework
Mechanics of the Budgeting Process
Time for a Case Study: Henry’s Hats
Completing Henry’s Hats’ Master Budget
Course Challenge
Who Does What in Finance? (optional)

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3. “Personal Finance: Invest, Loans, Stocks,Insurance, Inflation” by RougeNeuron Academy Udemy Course

Learn managing your personal finance to battle inflation. Build a balanced portfolio to enjoy a planned retirement.

As of right now, more than 20304+ people have enrolled in this course and there are over 105+ reviews.

Course Content
“Introduction
Macroview of the system
Fundamentals
Banks: Deeper Dive
Loans: A close look
Markets and market linked instruments
Other financial instruments
Insurance, taxes and fees: The unfactored costs and expenses
A practical perspective
Conclusion”

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4. Level I CFA® Prep Course 2022/2023 – Portfolio Management by “PrepNuggets | by Keith Tan, CFA” Udemy Course

Deep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + Quizzes

As of right now, more than 7947+ people have enrolled in this course and there are over 754+ reviews.

Course Content
Introduction
Overview on Portfolio Management
Portfolio Risk and Return I
Portfolio Risk and Return II
Basics of Portfolio Planning and Construction
The Behavioural Biases of Individuals
Risk Management Overview
Technical Analysis
Fintech in Investment Management
BONUS: Further resources for your exam prep

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5. Financial Planning Coaching Certification Holistic Coaching by “Holistic Coach Academy, Louise Anne Maurice |Coaching Instructor” Udemy Course

Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching

As of right now, more than 4323+ people have enrolled in this course and there are over 1108+ reviews.

Course Content
Financial Planning Certification in Holistic Coaching
Assessment + Financial Planning Discovery Session
Financial Planning Session 1 Step 1
Financial Planning Session 1 Step 2
Financial Planning Session 1 Step 3
Financial Planning Session 1 Step 4
Financial Planning Session 1 Step 5
Financial Planning Session 1 Step 6
Financial Planning Session 2 Step 1
Financial Planning Session 2 Step 2
Financial Planning Session 2 Step 3
Financial Planning Session 2 Step 4
Financial Planning Session 2 Step 5
Financial Planning Session 2 Step 6
Financial Planning Session 3 Step 1
Financial Planning Session 3 Step 2
Financial Planning Session 3 Step 3
Financial Planning Session 3 Step 4
Financial Planning Session 3 Step 5
Financial Planning Session 3 Step 6
Financial Planning Session 4 Step 1
Financial Planning Session 4 Step 2
Financial Planning Session 4 Step 3
Financial Planning Session 4 Step 4
Financial Planning Session 4 Step 5
Financial Planning Session 4 Step 6
Financial Planning Coach Certification

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6. Financial Planning & Management: Finance Strategies & Tools by Upclass – Investing & Finance Coaching Udemy Course

Learn financial planning & management strategies. Finance fundamentals. Finance basics. Personal finance. Finance tools

As of right now, more than 3844+ people have enrolled in this course and there are over 100+ reviews.

Course Content
Introduction
Financial Planning
Financial Management
Conclusion

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7. Tax Strategy: Financial Planning for Beginners by Calvin Liu Udemy Course

“Guide to Financial Planning, Investment Vehicles, Wealth Creation Strategies through a Tax Lense”

As of right now, more than 2179+ people have enrolled in this course and there are over 134+ reviews.

Course Content
Preface
Introduction
Short Term Strategy
Long Term Strategy
Long Term Strategy Part 2
Conclusion

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8. Financial planning for Indians by “Ankur Kapur, CFA, CFP” Udemy Course

Manage your money better

As of right now, more than 718+ people have enrolled in this course and there are over 151+ reviews.

Course Content
Introduction
Basics of financial planning
Investment options
Some maths
How to reach your objectives
Best practices

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9. Introduction to Financial Planning – CFP Certification by International College of Financial Planning Udemy Course

CFP – Module 1

As of right now, more than 600+ people have enrolled in this course and there are over 232+ reviews.

Course Content
Preview this course
The 6-Step Financial Planning Process
Financial Management- General Principles and Behavioral Finance
Financial Mathematics
FPSB India’s Financial Planner Code of Ethics
Regulatory Environment Related to Financial Planning

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10. Financial Planning Tutorials by EduFinWizards Edu Udemy Course

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams

As of right now, more than 388+ people have enrolled in this course and there are over 50+ reviews.

Course Content
Portfolio Management and Investing in Canada
Introduction to Financial Planning
Investment planning
Investment Planning
Application of Investment principles

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Here are some frequently asked questions about learning Financial Planning

How Long Does It Take to Learn Financial Planning?

The answer to the question “How long does it ttake to learn Financial Planning” is … it depends. Everybody has different needs, and everyone is operating in different scenarios, so the answer for someone may be entirely different than for another person.

Consider these questions: What are you trying to Learn Financial Planning for? Where is your beginning point? Are you a beginner or do you have experience with Financial Planning? How much can you practice? 1 hour each day? 40 hours weekly? Have a look at this course about Financial Planning.

Is Financial Planning Easy Or Hard to Learn?

No, learning Financial Planning isn’t hard for most people. Check this course on how to Learn Financial Planning in no time!

How to Learn Financial Planning Fast?

The fastest method to Learn Financial Planning is to first get this Financial Planning course, then practice whatever you learn whenever you can. Even if its simply 15 minutes a day of practice. Consistency is key.

Where to Learn Financial Planning?

If you want to explore and learn Financial Planning, then Udemy provides you the best platform to learn the Financial Planning. Check this course on how to Learn Financial Planning in no time!