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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


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    E

    EDUCBA

    Wealth Management and Financial Planning Essentials

    Skills you'll gain: Wealth Management, Derivatives, Investment Management, Investments, Portfolio Management, Financial Management, Financial Planning, Asset Management, Financial Services, Futures Exchange, Finance, Loans, Insurance, Real Estate, Private Equity, Return On Investment, Planning, Estate Planning, Analysis, Design

    Mixed · 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

    Coursera

    Financial Analysis in Practice

    Skills you'll gain: Financial Modeling, Variance Analysis, Financial Statements, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Intelligence Software, Financial Forecasting, Power BI, Financial Analysis, Cash Flows, Cost Management, Spreadsheet Software, Balance Sheet, Financial Reporting, Microsoft Excel, Dashboard, Data Visualization, Key Performance Indicators (KPIs), Business Intelligence

    3.7
    Rating, 3.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
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    E

    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

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Financial Planning and Risk Management Essentials

    Skills you'll gain: Derivatives, Financial Planning, Risk Management, Wealth Management, Portfolio Management, Financial Market, Market Data, Insurance, Asset Management, Risk Management Framework, Risk Mitigation, Financial Trading, Fixed Asset, Portfolio Risk, Insurance Policies, Financial Management, Investment Management, Planning, Analysis, Construction

    Mixed · Course · 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
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    875 reviews

    Beginner · Specialization · 3 - 6 Months

  • 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

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    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
    New
    Status: Free Trial
    Free Trial
    E

    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: Free Trial
    Free Trial
    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
    ·
    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Reporting

    Skills you'll gain: Accrual Accounting, Accruals, Financial Reporting, Financial Accounting, Balance Sheet, Revenue Recognition, Inventory Accounting, Financial Statement Analysis, Income Statement, Financial Statements, Depreciation, Generally Accepted Accounting Principles (GAAP), Contract Accounting, Accounting, Cash Control, Standard Accounting Practices, Technical Accounting, Cash Flows, General Accounting, Accounts Payable

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    964 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    B

    Board Infinity

    Prepare for CFA Level 1: Investment & Financial Basics

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, International Finance, Capital Budgeting, Financial Analysis, Corporate Finance, Environmental Social And Corporate Governance (ESG), Financial Modeling, Ethical Standards And Conduct, Portfolio Management, Business Ethics, Portfolio Risk, Economics, Decision Making, Regression Analysis, Financial Policy, Business Economics, Quantitative Research, Investment Management

    Beginner · Specialization · 3 - 6 Months

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

  • Wealth Management and Financial Planning Essentials: EDUCBA
  • Saving, Investing, Insurance, and Retirement Planning: John Wiley & Sons
  • Financial Analysis in Practice: Coursera
  • Budgetary Control and Financial Planning: EDUCBA
  • Financial Planning and Risk Management Essentials: EDUCBA
  • Preparatory Certificate in Finance and Financial Markets: Corporate Finance Institute
  • RiskWise.: University of Illinois Urbana-Champaign
  • Financial Planning Case Studies and Solutions: EDUCBA
  • Risk Management and Financial Analysis: EDUCBA
  • Improving Financial Planning with Oracle EPM: Coursera

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