15 Best Financial Advisor Online Courses and Certificate Programs

Best Financial Advisor Online Courses & Certificate Programs-min

According to the US Bureau of Statistics, the job of financial advisors was expected to expand by 32%. And following that there has been a growing demand for financial advisors all over the world. As the income in the hands of people is on the rise, they want to invest it in the right place at the right time. Apart from investing, knowing how to use money properly is advice people seek to ask experts. Financial advisors serve as doctors for money and help people in making the decisions best suited for them.

Financial advisor online courses should definitely be taken up by those who desire to be one especially because they can learn valuable information without wasting time and money. If you want to make a living out of fit, here are a few courses that can help you familiarize yourself with the technicalities required to become a financial advisor.

List of Top Financial Advisor Online Courses

1. Financial Advisor Training: Personal Productivity – Udemy

One of the prime skills of a financial advisor is to know how to make smart decisions and identify the demands of your clients. This financial advisor training is very beneficial for those who want to acquire skills in addition to financial planning and risk management. 59 downloadable resources along with a certificate of completion make this a fruitful training session.

Course Highlights

  • Enhance your productivity with new strategies
  • Set meaningful and achievable goals
  • Understand the importance of your relationship with the client
  • Improve your communication skills
  • Learn to identify, set and execute a plan
  • Establish your priorities to create an ideal calendar

Duration – 10.5 hours

Rating – 4.4 / 5

Sign up for this course

2. Personal and Family Financial Planning – Coursera

The University of Florida has spoken about financial topics in this Personal and Family Financial Planning course. The foundational themes of finance like personal finance, investment, insurance, and saving are some of the skills that you will obtain. This course includes a shareable certificate and financial aid to assist the serious apprentices.

Course Highlights

  • Learn the meaning of personal finance
  • Understand the time value of money
  • Explore the process involved in making financial statements
  • Discover the tools used in analysing financial statements
  • Learn about income taxes at the grass root level
  • Test and grade yourself at every level

Duration – 10.5 hours

Rating – 4.4 / 5

Sign up for this course

3. Introduction to Risk Management – edX

An economics and finance course offered by the New York institute gives an in-depth research about one of the major requirements in a financial advisor. Learning about risks and their management through modelers, lectures and practical applications on MS Excel and Introduction to Risk Management is perfect for any individual who wants to specialize in it.

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Course Highlights

  • Identify the type of risks : financial or business
  • Learn to measure risks and how to manage them
  • Regulate the risks in financial markets
  • Identify the sources of financial risks
  • Learn through real world situations and experiences
  • Study in detail the risk concepts

Duration – 4 weeks

Rating: 4.5 / 5

Sign up for this course

4. Personal Finance: Investing in yourself – edX

How to implement the theoretical financial considerations into the daily routine of life by making the right decisions. This course will help in making you think about yourself and your future and will transform you into a financial expert by making the most out of your abilities. Starting with the basics of personal finance, an aspiring financial advisor can look out for this course for reference.

Course Highlights

  • Critically evaluate personal finances
  • Learn to analyse financial implications
  • Understand and use the economic tools required in investment
  • Learn strategies to save for retirement
  • Discuss the benefits of personal finance
  • Learn to invest for yourself and your future

Duration – 7 weeks

Rating – 4.7 / 5

Sign up for this course

5. Personal Financial Well-Being – Udemy

This course provides the building blocks of personal financial well-being. Categorized into three sub-parts, the lectures take a GAP approach and cover every aspect and topic of positive cash flow, debt management, and investment. Anyone who wants to learn to take control of money matters should give this course a shot.

Course Highlights

  • Learn to maintain personal financial well being
  • Understand what is debt management
  • Learn to control your financial lives
  • Identify the financial risks
  • Realise the significance of retirement and investment planning
  • Master the art of accumulating wealth

Duration – 10.5 hours

Rating – 4.4 / 5

Sign up for this course

6. Personal Finance Autopilot – Udemy

Personal Finance Autopilot is a user-friendly course designed to educate amateurs about an important part of personal finance which is making and understanding a budget. People who want to know how much they spend in a week or so can opt for this course because along with learning the fundamentals of budgeting, you will be asked to create a proper budget to showcase the things you’ve learned.

Course Highlights

  • Explore the meanings of some of the generic financial terms
  • Work on MS Excel while making budgets
  • Step by Step understand how to formulate a budget
  • Learn to take better financial decisions
  • Learn to track your spendings
  • Compute information in the form of graphs and spreadsheets

Duration – 1 hour

Rating – 4.5 / 5

Sign up for this course

7. Foundational Finance for Strategic Decision Making Specialization – Coursera

The University of Michigan has given an opportunity to all the individuals who want to make a career as a financial advisor by offering a specialization course on making correct financial decisions and all the strategies an expert should know. The modules will give examples for the real world and you will be given several chances to apply and show what you learn with numerous assignments and projects.

Course Highlights

  • Introduce yourself to the concept of Time Value of Money and its various subdivisions
  • Learn to evaluate cash flows
  • Identify the risks involved in projects
  • Learn to understand and analyse a spreadsheet
  • Discover the ways to estimate costs and benefits
  • Know about the stocks and bonds at an introductory level
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Duration – 4 months

Rating – 4.8 / 5

Sign up for this course

8. Personal Finance Tips and Tricks – LinkedIn Learning

With the help of a Financial Therapist and an Investment Advisor familiarize yourself with the skill of managing your money to live the best financial life. Tips and tricks to questions and problems which come to everybody’s mind will help to invest in your future self. Shareable certificates and lifelong lessons will help you reach the goal of becoming a financial advisor faster.

Course Highlights

  • Learn to make smart decisions about money
  • Become proficient in basic financial terms
  • Have lessons in making financial considerations
  • Become aware of the tricks professionals use
  • Gather information to learn to manage cash ratio
  • Get explanations to simple daily life financial questions

Duration – 2.5 – 3 hours

Rating – 4.5 / 5

Sign up for this course

9. Finance for Non-Finance – Udemy

This course is especially for those who come from a background completely different from the commerce one. Starting from simple accounting skills to advanced budget-making processes, Finance for Non-Finance serves as a good beginning for young learners who aim to become financial advisors. Detailed explanations with quizzes at regular intervals are some of the ways this course works.

Course Highlights

  • Become aware of the financial terms used on day to day basis
  • Identify the obstacles and problems that can arise
  • Master the ability to weigh your cost benefits
  • Comprehend financial statements
  • Discover and examine the financials of big companies like Apple, Facebook and Ford
  • Learn to make versed economic decisions

Duration – 1.5 hours

Rating – 4.5 / 5

Sign up for this course

10. Finance for Everyone Specialization – Coursera

This course offered by McMaster University on Coursera takes a slow and steady approach to prepare individuals who aim to become financial advisors and analysts. There are 5 segments of this specialization with each studying one salient term of economics and finance in detail. Certificates, on-demand videos, and financial aid are some of the bonuses of attending these lectures.

Course Highlights

  • Learn to take strong decisions in free markets
  • Discover the history of interest rates: the first element of markets
  • Build valuation models using Nobel Prize – winning insights
  • Learn about the debt stems and how to make optimal use of it
  • Experience though a Capstone project
  • Become proficient in drawing conclusions on financial issues

Duration – 6 months

Rating – 4.7 / 5

Sign up for this course

11. Build your Financial literacy – LinkedIn Learning

Improve your financial fluency with the assistance of this course from a learned instructor who specializes in wealth management. If you have any doubts regarding your knowledge in finance including the terms used or the decisions you have to make and feel shy to discuss, this short lecture is made just for you. At the end of this module, you will become more confident in doing the same financial and accounting things which made you nervous before.

Course Highlights

  • Learn to read financial documents
  • Find out the financial working definitions
  • Understanding banking and credit phrases
  • Study the concepts of accounting with the help of balance sheets
  • Get familiar with introductory topics of tax
  • Know what retirement terms mean
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Duration – 1 hour

Rating – 4.6 / 5

Sign up for this course

12. Planning for Risk and Management – edX

What will you do when you retire? How to take a risk while making financial decisions? Can you tolerate the risks involved? This course by Indiana University aims at answering all these questions one at a time. A key element of financial planning, these are the skills a financial advisor should know on tips and this course promises to do that.

Course Highlights

  • Differentiate between risk acceptance and risk avoidance
  • Evaluate retirement need for future
  • Learn about the various insurance policies available
  • Learn through a step by step workshop on retirement planning
  • Learn to distinguish between several similar sounding terms
  • Categorise the various types of financial risks

Duration – 4 weeks

Rating – 4.6 / 5

Sign up for this course

13. Financial literacy – Udemy

For all those individuals who are struggling to handle money, this is the perfect course to start learning. By tracking your monthly income and expenditures you can easily be aware of the financial literacy that you seek to learn. Within 1 hour master this skill and efficiently develop your financial plan.

Course Highlights

  • Learn to manage your money effectively
  • Discover the components of an ideal budget
  • Understand by keeping a financial journal of your own
  • Change your habits and attitude towards money
  • Implementing simple strategies in wily routine
  • Realise the impact of budgeting in the world of finance

Duration – 1 hour

Rating – 4.5 / 5

Sign up for this course

14. Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women – Coursera

As the name suggests this course teaches the fundamentals of financial planning, the main subject of personal finance. This course is for everyone as it helps in assessing all business opportunities and companies. Learning, exploring, surveying, researching, and interpreting all the information sources will be taught through this 3-hour class.

Course Highlights

  • Learn to analyse and predict cash flows
  • Become proficient in financial management
  • Review financial assumptions
  • Develop your own cash flow forecast
  • Evaluate business opportunities
  • Solve financial challenges and issues

Duration – 3 hours

Rating – 4.6 / 5

Sign up for this course

15. Managing your Personal Finances – LinkedIn Learning

Creating awareness about the major points of saving, spending, consuming, and investing will be the focus of this online course. The instruments through which you can become confident in financial affairs will be discussed deeply and thoroughly. Also, you will gain some insights about your future as well. Shareable certificates and interaction with the experts will be the added advantages of this course.

Course Highlights

  • Learn to evaluate your income
  • Understand the psychology behind spending
  • Build a budget to assess your spendings
  • Master in knowing where to invest and how much
  • Learn ways to make yourself financially empowered
  • Realise how much you are worth

Duration – 1 hour

Rating – 4.3 / 5

Sign up for this course

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