Free Online Financial Planning Courses and Certifications 2024
Financial planning is the process of creating a plan to manage your finances in order to achieve your financial goals. It involves setting goals, analyzing your current financial situation, creating a budget, and developing a plan to reach your goals. Financial planning can help you make better decisions about how to manage your money and can help you reach your financial goals.
Popular Courses
Are you ready to take the next step in your life and become financially independent? This course is designed to help young adults move out of their parents' house and become self-sufficient. You'll learn how to organize your finances, invest, create emergency reserves, and control monthly expenses. Plus, you'll get life hacks to help you become financially independent. With this course, you'll be able to make the transition to adulthood with confidence and financial security. Don't miss out on this opportunity to take control of your future and become financially independent.
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Are you confused about how credit cards work? AROV's "A Card is Born" course is the perfect place to start. This beginner's guide to credit cards covers the pros and cons of credit card use, credit-related terminology, what to consider when taking on a credit card, and different types of credit cards available. Learn to use credit to your advantage and leverage it to build your financial profile, rather than allowing it to trap you in debt. Don't let the modern financial system confuse you - take this course and gain the knowledge you need to make smart financial decisions.
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This course is perfect for anyone interested in financial planning! Starting with a blank excel spreadsheet, you will build a financial model that includes multiple savings levels, return/return expectations, time horizons, and scenarios. The model is designed to be easily amended to fit your own needs, and builds on some Kroijer Youtube videos on investing. With this course, you will have the tools to create a financial plan that works for you. Don't miss out on this opportunity to take control of your finances!
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This course, Basics of Financial Literacy for Women, is designed to help women gain the knowledge and skills to make financial decisions and bridge the gender finance gap. Through this course, you will learn how to track your spending, budget, save, invest, and build an emergency savings account. With the help of the character Maya, you will understand the reality of financial dependence and the steps to become financially literate. This course will empower you to become an independent decision maker, boosting your self-confidence and esteem. In the 21st century, learning financial skills is essential for gender equality. Join this course to gain the knowledge and skills to make financial decisions and take control of your financial future.
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Are you looking to become a Certified Financial Planner (CFP) through the Canadian Securities Institute (CSI)? Jessica Moorhouse, a money expert and Accredited Financial Counsellor Canada, has just passed the CSI Financial Planning 1 exam (FP1) and is here to share her experience and tips on how to pass the exam. She will discuss the sections she found the easiest, the sections she struggled with the most, and some of the questions she remembers from the exam. Get started on your journey to becoming a CFP and join Jessica as she shares her knowledge and resources to help you pass the FP1 exam.
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This course is perfect for self-employed artists looking to make money and gain confidence in their small business. It covers topics such as streams of income, finance for beginners, tax basics, how to deal with pressure, and how to plan your day. It also includes a free 21-meal HelloFresh offer and free shipping with the code UNCOMFYCO21. Plus, you'll get to learn about Uncomfy's filming setup and supplies, and have fun with some Q&A. Don't miss out on this amazing opportunity to learn and grow your business!
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Take your finances to the next level with Financial Planning 101 (By Age) 2023 Edition! This course, brought to you by The Money Guy Show, is designed to help you learn smart financial principles and apply them to reach financial freedom. With free financial resources, a financial order of operations course, and a net worth tool, you'll be on the path to success in no time. Join us on the journey to financial success and subscribe now!
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This online course is the perfect way to master critical financial calculations in just 1 month. It is designed for finance professionals, students and individuals who want to do their own financial planning. The course includes lectures, practice questions, mind maps, tutorial sessions and real-time collaboration. With this course, finance professionals can gain trust and attract clients 2 times faster, students can save half the time needed to study and individuals can develop a financial blueprint and gain 10 times more clarity on their finances. Join now and get access to the entire course with 24/7 access, full support and 100% online delivery in English.
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This course, A Mindful Approach to the Creation of Wealth, is designed to help you create the life you desire and the resources to do it with. Through video lectures, homework projects, contemplations, and guided meditations, you will learn to create a healthy perception of wealth, adjust emotions and thoughts that influence investing, create effective goals and action plans, manage debt, and access the higher facets of yourself. With this course, you will come away feeling better, with a meaningful and profound sense of wealth creation and tools you can use for the rest of your life. Students have praised the course for its professional approach and its genuine and authentic teacher. Don't miss out on this opportunity to create the life you desire and the resources to do it with.
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PrepNuggets offers a comprehensive Level I CFA Prep Course (2023) - Portfolio Management course that is updated to the latest 2023 CFA curriculum. This course is designed to help busy professionals who are preparing for the CFA exam, by condensing pertinent material from the curriculum into easily digestible nuggets. With engaging illustrations and animations, this course is perfect for visual learners. Thousands of CFA candidates have already made PrepNuggets their preferred prep companion. Join them now and take action to start preparing for the CFA exam!
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This online course will help you to achieve financial freedom. It will provide you with the right tools and tips to manage your finances in the most efficient and effective way. You will learn how to build the right mindset of a proactive and in-control person, and how to create your own budget, track and grow your income, and manage your expenses. With the right tools and practices provided in the course, you will be able to achieve the financial goals that you aspire. So, join this course and take the first step towards financial independence.
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Become an H.C.A Certified Financial Planning Coach and learn how to use the proprietary 5 Session Holistic System to help your clients financially thrive in the New Normal. With 12 hours of step-by-step video training, 231+ downloadable and ready to use resources, you can start Financial Planning Coaching Sessions with your online or in-person clients today. Get 2 Levels of Holistic Coach Academy Certification included with your one-time course purchase and benefit from the Empowered Coaching Approach™ of instructor Louise Anne Maurice. Read reviews from people who have already taken the course and start your journey to success!
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This course is perfect for anyone looking to take control of their financial future. Learn how to generate passive income, identify investments with the best return on tax savings and earnings potential, understand loopholes of the tax system, reduce your tax bill on your very next return, properly plan your finances for the future, and build wealth in the long term. With a 30 day money back guarantee, you have nothing to lose! Take the first step towards financial freedom and join this course today.
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This course is an ideal introduction to Financial Planning for those looking to become Certified Financial Planners. It covers the Financial Planner Competency Profile, the six step process, client interactions, general principles of financial management, financial mathematics, personal financial statements, cash flow and debt management, asset acquisition, FPSB India’s Code of Ethics and Professional Responsibility and Model Rules of Conduct, and the regulatory environment related to the Financial Planning domain. With this course, you will gain the knowledge and skills necessary to become a successful Financial Planner. Click now to get started!
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Are you tired of being in debt and not knowing how to get out? Do you want to take control of your finances and live the life you want? Then this course is for you! Dwayne Richards, CPA, CMA, Financial Security Advisor and Business Consultant, will show you the Four Fundamentals of Financial Planning and how to use them to your advantage. Learn how to use Cash is King, safeguard your future, and use Compound Interest to your benefit. With this fast-paced course, you will be able to take control of your bank account and live the life you want. Don't wait, register today!
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This course is designed to help Indians manage their personal finances and build a secure financial future. It covers topics such as calculating net worth, creating a budget, creating a savings plan, understanding investment strategies, and more. Participants will learn how to save for retirement, save for personal goals, and make their money work for them. The course is suitable for those who are saving for their children’s college education, currently investing for retirement, and want to learn the real cost of working. It is not suitable for those who want to get rich quickly or guarantee the same results.
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Frequently Asked Questions and Answers
Q1: What are the goals of financial planning?
The goal of financial planning is to create a comprehensive plan that accounts for everything while assisting individuals in working towards their financial goals. In fact, research shows that 65% of individuals who have a written financial plan state that they feel financially stable.
Q2: How do you create a financial plan?
To create a financial plan, one should complete several steps. The first step involves calculating net worth. This entails learning one's current net worth by considering assets such as a home, a car, and cash in accounts, as well as liabilities like student debt, credit card debt, and loans. By subtracting total liabilities from total assets, an individual can determine their net worth. The next step is to determine cash flow.
Q3: What are the different areas of finance that financial planning covers?
Financial planning encompasses long-range plans, scenario modeling, annual budgeting and forecasting, ad-hoc reporting, and analysis. The finance department utilizes financial planning to effectively communicate the overall company strategy and goals to the lines of business and operations.
Q4: What are the benefits of financial planning?
The main advantage of financial planning is that it enables companies to establish clear business goals. With a comprehensive understanding of available funds and projected income, organizations can easily set objectives for various timeframes, including three, six, or nine months, as well as for a year and beyond.
Q5: What Financial Planning courses can I find on AZ Class?
On this page, we have collected free or certified 93 Financial Planning online courses from various platforms. The list currently only displays up to 50 items. If you have other needs, please contact us.
Q6: Can I learn Financial Planning for free?
Yes, If you don’t know Financial Planning, we recommend that you try free online courses, some of which offer certification (please refer to the latest list on the webpage as the standard). Wish you a good online learning experience!
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