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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


  • Status: New
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    U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Wealth Management, Business Risk Management, Financial Planning, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Case Studies, Innovation

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Mastering Money: Risk, Wealth, and Our Economy

    Skills you'll gain: Insurance, Supply And Demand, Insurance Policies, Risk Management, Investments, Wealth Management, Risk Management Framework, Portfolio Management, Market Dynamics, Business Risk Management, Financial Planning, Investment Management, Finance, Economics, Asset Management, Financial Management, Economic Development, Behavioral Economics, Cost Benefit Analysis, Business Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Alternative Investments as You Age

    Skills you'll gain: Case Studies, Financial Planning, Land Management, Financial Modeling, Equities, Financial Market, Succession Planning, Financial Regulation, Blockchain

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    S

    SoFi

    The Fundamentals of Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Goal Setting, Investments, Budgeting, Tax, Mortgage Loans, Return On Investment, Financial Planning, Cash Flow Forecasting, Financial Analysis, Loans, Risk Analysis, Asset Protection, Portfolio Management, Risk Management, Consumer Lending, Credit Risk, Equities, Budget Management

    4.6
    Rating, 4.6 out of 5 stars
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    412 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    E

    EDUCBA

    Strategic Management Case Study: Analyze & Apply

    Skills you'll gain: Organizational Strategy, Strategic Leadership, Business Strategy, Business Planning, Operations, Financial Forecasting, Organizational Change, Sales Strategy, Revenue Management, Financial Analysis, Business Modeling, Business Transformation, Financial Planning, Profit and Loss (P&L) Management

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Finance and Wealth Management

    Skills you'll gain: Data Ethics, Responsible AI, Wealth Management, Supervised Learning, Machine Learning, Financial Services, Applied Machine Learning, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Learning Management Systems, Artificial Intelligence, FinTech, Data Mining, Financial Planning, Regulatory Compliance, Relationship Building, Risk Modeling, Legal Risk, Mobile Development, Human Computer Interaction

    4.3
    Rating, 4.3 out of 5 stars
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    15 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternatives as We Age: Retirement and Legacy Planning

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Land Management, Financial Planning, Real Estate, Financial Modeling, Tax Planning, Investments, Investment Management, Succession Planning, Risk Management, Finance, Case Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Financial Budgeting: Analyze & Apply Planning Tools

    Skills you'll gain: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Financial Analysis, Cash Flows, Financial Planning, Cash Flow Forecasting, Capital Expenditure, Return On Investment, Cost Benefit Analysis, Investments, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
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    14 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Fundamentals of Investing

    Skills you'll gain: Investments, Return On Investment, Risk Analysis, Portfolio Management, Risk Management, Financial Planning, Equities, Asset Management, Tax, Financial Analysis, Tax Planning, Securities (Finance), Derivatives

    4.4
    Rating, 4.4 out of 5 stars
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    117 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    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, Portfolio Management, Asset Management, Behavioral Economics, Investment Management, Private Equity, Real Estate

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
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    233 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    S

    Starweaver

    Essentials of Hospitality Management

    Skills you'll gain: Revenue Management, Capital Expenditure, Financial Statement Analysis, Advanced Analytics, Hospitality Management, Cost Control, Hospitality, Financial Statements, Budgeting, Financial Analysis, Performance Measurement, Financial Forecasting, Variance Analysis, Business Metrics, Operating Budget, Financial Management, Innovation, Hotels and Accommodations, Service Management, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
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    82 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Mastering Money: Risk, Wealth, and Our Economy: University of Illinois Urbana-Champaign
  • Alternative Investments as You Age: University of Illinois Urbana-Champaign
  • The Fundamentals of Personal Finance: SoFi
  • Strategic Management Case Study: Analyze & Apply: EDUCBA
  • Artificial Intelligence in Finance and Wealth Management: University of Illinois Urbana-Champaign
  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Fundamentals of Investing: SoFi
  • Alternative Investments As We Age: Building Wealth: University of Illinois Urbana-Champaign

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