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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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    EDUCBA

    Budgetary Control and Financial Planning

    Skills you'll gain: Budget Management, Variance Analysis, Budgeting, Cost Control, Cash Management, Operating Budget, Cash Flow Forecasting, Fiscal Management, Cash Flows, Cost Management, Production Planning, Operating Cost, Cost Accounting, Financial Planning

    Mixed · Course · 1 - 4 Weeks

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    I

    IBM

    Financial Planning & Analysis (FP&A): Foundations

    Skills you'll gain: Financial Statement Analysis, Financial Data, Financial Acumen, Financial Statements, Financial Analysis, Financial Accounting, Financial Reporting, Profit and Loss (P&L) Management, Key Performance Indicators (KPIs), Financial Modeling, Management Reporting, Business Reporting, Performance Measurement, Financial Planning, Financial Forecasting, Accruals, Working Capital, Variance Analysis, Accrual Accounting, Financial Services

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    J

    John Wiley & Sons

    Saving, Investing, Insurance, and Retirement Planning

    Skills you'll gain: Estate Planning, Portfolio Management, Investment Management, Asset Protection, Long Term Care, Portfolio Risk, Wealth Management, Financial Planning, Insurance Policies, Brokerage, Loss Prevention, Financial Market, International Finance, Asset Management, Real Estate, Property and Real Estate, Risk Management, Return On Investment, Risk Analysis, Growth Strategies

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Preparatory Certificate in Finance and Financial Markets

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    875 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    EDUCBA

    Financial Planning Case Studies and Solutions

    Skills you'll gain: Wealth Management, Portfolio Management, Financial Planning, Investment Management, Financial Analysis, Investments, Portfolio Risk, Analysis, Case Studies, Customer Analysis, Financial Data, Goal Setting, Financial Forecasting, Financial Management, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: New
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    U

    University of Illinois Urbana-Champaign

    RiskWise.

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Risk Management Framework, Asset Protection, Underwriting, Long Term Care, Risk Mitigation, Economics, Loss Prevention, Wealth Management, Disabilities, Financial Services, Risk Analysis, Finance, Financial Planning, Property Management, Human Capital, Property and Real Estate, Behavioral Management

    Beginner · Specialization · 3 - 6 Months

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    S

    Sage Publications

    Marketing Planning & Strategy

    Skills you'll gain: Marketing Planning, Marketing Budgets, Business Planning, Market Analysis, Strategic Marketing, Marketing Strategies, Market Research, Marketing Effectiveness, Marketing Strategy and Techniques, Performance Measurement, Budgeting, Business Strategy, Competitive Analysis, Consumer Behaviour, Marketing Psychology, Business Ethics, Marketing Communications, Strategic Decision-Making, Analysis, Decision Making

    Intermediate · Course · 3 - 6 Months

  • Status: New
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    EDUCBA

    Risk Management and Financial Analysis

    Skills you'll gain: Risk Modeling, Risk Analysis, Strategic Decision-Making, Strategic Thinking, Operational Risk, Credit Risk, Financial Modeling, Risk Management, Portfolio Risk, Corporate Strategy, Financial Analysis, Analysis, Finance, Business, Decision Making, Banking, Statistics, Probability, Environment, Design

    Beginner · Specialization · 3 - 6 Months

  • Status: New
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    E

    EDUCBA

    ULIP Investment and Insurance Planning

    Skills you'll gain: Wealth Management, Financial Planning, Market Data, Financial Services, Insurance, Financial Analysis, Insurance Policies, Portfolio Management, Investment Management, Financial Market, General Finance, Investments, Asset Management, Market Analysis, Equities, Performance Analysis, Insurance and Warranty Claims Processing, Return On Investment, Risk Management, Strategic Decision-Making

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Financial Data, Oracle Cloud Applications, Forecasting, Accounting and Finance Software, Budget Management, Financial Forecasting, Budgeting, Data Management, Problem Management, Workflow Management, Strategic Planning, Month End Closing, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
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    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Investment Portfolio Management Strategies

    Skills you'll gain: Portfolio Management, Wealth Management, Investment Management, Portfolio Risk, Financial Analysis, Cash Flows, Risk Management, Investments, Financial Planning, Financial Statements, Financial Services, Asset Management, Financial Management, Equities, Risk Mitigation, Insurance, Transaction Processing, Financial Systems, Insurance Policies

    Mixed · Course · 1 - 3 Months

  • Status: New
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    J

    John Wiley & Sons

    Financial Tools and Planning

    Skills you'll gain: Balance Sheet, Financial Planning, Budgeting, Finance, Budget Management, Financial Management, Market Dynamics, Cash Flow Forecasting, Economics, Cash Management, Business Mathematics, Financial Analysis, Financial Statement Analysis, Financial Statements, Cash Flows, Loans, Expense Management, Market Analysis, Growth Strategies, Decision Making

    Beginner · Course · 1 - 4 Weeks

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

  • Budgetary Control and Financial Planning: EDUCBA
  • Financial Planning & Analysis (FP&A): Foundations: IBM
  • Saving, Investing, Insurance, and Retirement Planning: John Wiley & Sons
  • Preparatory Certificate in Finance and Financial Markets: Corporate Finance Institute
  • Financial Planning Case Studies and Solutions: EDUCBA
  • RiskWise.: University of Illinois Urbana-Champaign
  • Marketing Planning & Strategy: Sage Publications
  • Risk Management and Financial Analysis: EDUCBA
  • ULIP Investment and Insurance Planning: EDUCBA
  • Improving Financial Planning with Oracle EPM: Coursera

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