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Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.

Popular Financial Planning Courses and Certifications


  • U

    University of Michigan

    Advanced Concepts in Time Value of Money (TVM)

    Skills you'll gain: Loans, Finance, Mortgage Loans, General Lending, Financial Management, Excel Formulas, Financial Planning, Microsoft Excel, Financial Analysis, Complex Problem Solving, Spreadsheet Software

    4.8
    Rating, 4.8 out of 5 stars
    ·
    101 reviews

    Intermediate · Course · 1 - 4 Weeks

  • F

    Fundação Instituto de Administração

    Data & Finance for the future

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Cash Flows, Data Visualization, Cash Management, Data Presentation, Business Analytics, Regression Analysis, Financial Acumen, Descriptive Statistics, Financial Accounting, Business Valuation, Cash Flow Forecasting, Competitive Analysis, International Finance, Business Economics, Economics, Financial Policy, Economic Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    505 reviews

    Intermediate · Specialization · 3 - 6 Months

  • C

    Corporate Finance Institute

    Corporate Finance Fundamentals

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Corporate Finance, Financial Management, Capital Markets, Securities (Finance), Corporate Accounting, Investment Banking, Finance, Equities, Private Equity, Financial Market, Interviewing Skills

    4.8
    Rating, 4.8 out of 5 stars
    ·
    213 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Regulatory Compliance & Risk Management in Banking in India

    Skills you'll gain: Risk Mitigation, Risk Management, Bank Regulations, Risk Management Framework, Regulatory Compliance, Risk Analysis, Enterprise Risk Management (ERM), Compliance Management, Banking, Financial Regulation, Financial Regulations, Credit Risk, Operational Risk, Banking Services, Regulatory Requirements, Financial Industry Regulatory Authorities, Compliance Reporting, Analysis, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Wealth Management

    Skills you'll gain: Wealth Management, Responsible AI, Financial Services, Compliance Training, AI Enablement, FinTech, AI Integrations, Financial Regulation, Artificial Intelligence, Financial Planning, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Risk Mitigation, Automation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Alternative Investments as You Age

    Skills you'll gain: Portfolio Risk, Case Studies, Financial Planning, Risk Modeling, Land Management, General Finance, Financial Modeling, Commercial Real Estate, Financial Market, Succession Planning, Financial Industry Regulatory Authorities, Blockchain

    4.1
    Rating, 4.1 out of 5 stars
    ·
    7 reviews

    Beginner · Specialization · 1 - 3 Months

  • E

    Edureka

    Generative AI Essentials for Finance and Accounting

    Skills you'll gain: Prompt Engineering, Generative AI, Prompt Engineering Tools, Miro AI, Financial Accounting, Cash Flow Forecasting, Accounting, Cash Flows, Data Processing

    4.3
    Rating, 4.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Alternative Investments As We Age: Building Wealth

    Skills you'll gain: Wealth Management, Finance, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, General Finance, Portfolio Management, Behavioral Economics, Investment Management, Private Equity

    Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Retail Management: Analyze, Plan & Strategize

    Skills you'll gain: Retail Management, Retail Store Operations, Retail Sales, Merchandising, Customer Analysis, Customer Insights, Product Assortment, Promotional Strategies, Strategic Marketing, Market Intelligence, Integrated Marketing Communications, Consumer Behaviour, Promotions and Campaigns, Marketing Communications, Operations Management, Financial Management, Competitive Analysis, Organizational Structure

    5
    Rating, 5 out of 5 stars
    ·
    17 reviews

    Mixed · Course · 1 - 3 Months

  • B

    Board Infinity

    Decoding BFSI: Key Segments and Functions in Finance

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Banking, Insurance Policies, Financial Systems, Ethical Standards And Conduct, Underwriting, Financial Analysis, Investment Management, Financial Market, Financial Management, Credit Risk, Retail Banking, Financial Regulation, Bank Regulations, Financial Regulations

    Beginner · Course · 1 - 4 Weeks

  • G

    Goldman Sachs

    Innovation Strategy with Goldman Sachs 10,000 Women

    Skills you'll gain: Market Research, New Product Development, Product Development, Entrepreneurship, Product Planning, Innovation, Focus Group, Ideation, Business Development, Product Testing, Logistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    84 reviews

    Mixed · Course · 1 - 4 Weeks

  • I

    Illinois Tech

    New Tech Ventures

    Skills you'll gain: Design Thinking, Global Marketing, Entrepreneurship, Business Modeling, Solution Design, Innovation, Team Building, Sales Presentations, Storytelling, Open Mindset, Market Research, Team Management, Entrepreneurial Finance, New Product Development, Ideation, Business Planning, Commercialization, New Business Development, Teamwork, Team Leadership

    Build toward a degree

    Intermediate · Course · 1 - 3 Months

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In summary, here are 10 of our most popular financial planning courses

  • Advanced Concepts in Time Value of Money (TVM): University of Michigan
  • Data & Finance for the future: Fundação Instituto de Administração
  • Corporate Finance Fundamentals: Corporate Finance Institute
  • Regulatory Compliance & Risk Management in Banking in India: Coursera
  • Artificial Intelligence in Wealth Management : University of Illinois Urbana-Champaign
  • Alternative Investments as You Age: University of Illinois Urbana-Champaign
  • Generative AI Essentials for Finance and Accounting: Edureka
  • Alternative Investments As We Age: Building Wealth: University of Illinois Urbana-Champaign
  • Retail Management: Analyze, Plan & Strategize: EDUCBA
  • Decoding BFSI: Key Segments and Functions in Finance: Board Infinity

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