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  • Financial Planning

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


  • C

    Corporate Finance Institute

    Private Banking

    Skills you'll gain: Wealth Management, Retail Banking, Financial Planning, Banking, Banking Services, Personalized Service, Financial Services, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Law, Regulation, and Compliance, Consumer Lending, Portfolio Risk, Investment Management, Investments, Risk Appetite, Return On Investment, Client Services, Risk Analysis, Financial Analysis

    Advanced · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Trading Platforms and Portfolio Analysis

    Skills you'll gain: Technical Analysis, Derivatives, Equities, Financial Planning, Risk Management, Financial Analysis, Market Data, Insurance, Investment Management, Investments, Asset Management, Portfolio Management, Wealth Management, Financial Management, Financial Market, Financial Trading, Market Trend, Portfolio Risk, Planning, Analysis

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • M

    Minnesota State University, Mankato

    Everyday Tax Concepts: US Individual, Corporate & Estate Tax

    Skills you'll gain: Corporate Tax, Tax Returns, Estate Planning, Tax Preparation, Tax Compliance, Tax Planning, Income Tax, Tax Management, Mergers & Acquisitions, Gift Accounting, Tax, Tax Laws, Wealth Management, Financial Planning, Insurance Policies, Insurance, Accounting, Compliance Management, Asset Management, Legal Proceedings

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Budgetary Control and Variance Analysis

    Skills you'll gain: Budget Management, Cost Control, Variance Analysis, Budgeting, Cash Management, Operating Budget, Video Production, Cost Management, Management Reporting, Cash Flow Forecasting, Fiscal Management, Media Production, Cash Flows, Photo/Video Production and Technology, Production Planning, Operating Cost, Post-Production, Cinematography, Microsoft Excel, Financial Planning

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    CFO Excellence: Mastering Finance Teams

    Skills you'll gain: Risk Management, Risk Management Framework, Risk Mitigation, Enterprise Risk Management (ERM), Business Risk Management, Strategic Leadership, Digital Transformation, Financial Management, Financial Planning, Business Leadership, Business Strategies, Organizational Strategy, Organizational Effectiveness, Governance Risk Management and Compliance, Team Performance Management, Technology Strategies, Team Management, Organizational Structure, Talent Management

    Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    RiskWise: Annuities and Income

    Skills you'll gain: Insurance, Insurance Policies, Wealth Management, Risk Management, Portfolio Risk, Contract Review, Risk Modeling, Financial Planning, Portfolio Management, Investments, Risk Analysis, Oral Expression, Estate Planning, Finance, Product Knowledge, Communication Strategies, Case Studies, Financial Management, Ethical Standards And Conduct

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Budgeting and Cost Control Techniques

    Skills you'll gain: Budget Management, Cost Control, Budgeting, Variance Analysis, Cost Management, Operating Budget, Financial Planning, Cash Management, Capital Budgeting, Resource Allocation, Capital Expenditure, Performance Measurement

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Zero-Based Budgeting: Allocate Expenses Precisely

    Skills you'll gain: Resource Utilization, Budget Management, Capacity Planning, Cost Control, Accountability, Cost Accounting, Financial Controls, Financial Planning, Financial Analysis

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Personal Finance Foundations

    Skills you'll gain: Wealth Management, Financial Planning, Finance, Compensation Strategy, Budget Management, Budgeting, Self-Awareness, Financial Management, Personal Development, Financial Acumen, Cash Management, Compensation and Benefits, Financial Analysis, Cash Flows, Behavioral Economics, Goal-Oriented, Decision Making, Risk Management, Expense Management, Goal Setting

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Apply Budgeting and Forecasting Fundamentals

    Skills you'll gain: Budget Management, Budgeting, Forecasting, Financial Forecasting, Operating Budget, Cost Management, Cost Accounting, Cash Flow Forecasting, Financial Statements, Profit and Loss (P&L) Management, Variance Analysis, Ethical Standards And Conduct, Income Statement, Balance Sheet, Cash Flows

    4.8 stars, 15 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (15) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • I

    Illinois Tech

    New Tech Ventures

    Skills you'll gain: Design Thinking, Global Marketing, Entrepreneurship, Business Modeling, Innovation, Team Building, Sales Presentations, Storytelling, Open Mindset, Market Research, Oral Expression, Entrepreneurial Finance, Ideation, Business Planning, New Business Development, Teamwork, Legal Risk, Market Dynamics, Relationship Building, Team Leadership

    Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
    Category: Build toward a degree
    Build toward a degree
  • E

    EDUCBA

    Investment Analysis and Portfolio Tracking

    Skills you'll gain: Technical Analysis, Equities, Wealth Management, Financial Analysis, Investment Management, Investments, Market Trend, Portfolio Management, Financial Planning, Financial Management, Financial Market, Asset Protection, Insurance, Portfolio Risk, Accounting and Finance Software, Analysis, Finance, Financial Reporting, Risk Management, Cash Management

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
1…121314…643

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

  • Private Banking: Corporate Finance Institute
  • Trading Platforms and Portfolio Analysis: EDUCBA
  • Everyday Tax Concepts: US Individual, Corporate & Estate Tax: Minnesota State University, Mankato
  • Budgetary Control and Variance Analysis: EDUCBA
  • CFO Excellence: Mastering Finance Teams: Coursera
  • RiskWise: Annuities and Income: University of Illinois Urbana-Champaign
  • Budgeting and Cost Control Techniques: EDUCBA
  • Zero-Based Budgeting: Allocate Expenses Precisely: Coursera
  • Personal Finance Foundations: John Wiley & Sons
  • Apply Budgeting and Forecasting Fundamentals: EDUCBA

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