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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


  • Status: Free Trial
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    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: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Finance and Wealth Management

    Skills you'll gain: 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, Interpersonal Communications

    4.2
    Rating, 4.2 out of 5 stars
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    13 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
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    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: New
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    E

    EDUCBA

    Financial Modeling & Valuation: Analyze & Forecast

    Skills you'll gain: Financial Modeling, Revenue Forecasting, Working Capital, Cash Flows, Business Valuation, Financial Forecasting, Expense Management, Cash Flow Forecasting, Operating Expense, Depreciation, Financial Analysis, Financial Statements, Return On Investment, Equities, Capital Expenditure, Excel Formulas, Income Statement

    4.8
    Rating, 4.8 out of 5 stars
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    58 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    BFSI Essentials: Unlocking Finance Careers

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Bank Regulations, Interviewing Skills, Banking, Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

    4.2
    Rating, 4.2 out of 5 stars
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    13 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    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: Free Trial
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    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Financial Services, Investment Management, Environmental Regulations, Financial Market, Investments, Sustainability Reporting, Sustainability Standards, Market Trend, Portfolio Management, Market Analysis, Business Ethics, Regulatory Compliance, Data Collection, Due Diligence, Big Data, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
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    124 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Cash Management

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    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: Preview
    Preview
    A

    Alfaisal University | KLD

    إتقان الإدارة المالية | Mastering Financial Management

    Skills you'll gain: Working Capital, Financial Analysis, Financial Management, Project Estimation, Budget Management, Investment Management, Risk Management, Return On Investment, Financial Acumen, Financial Modeling, Cash Flows, Business Risk Management, Performance Measurement, Operational Efficiency

    4.7
    Rating, 4.7 out of 5 stars
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    40 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Saving Money for the Future

    Skills you'll gain: Financial Planning, Goal Setting, Budget Management, Budgeting, Estate Planning, Tax Planning, Investments, Return On Investment, Prioritization, Higher Education

    4.5
    Rating, 4.5 out of 5 stars
    ·
    37 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Artificial Intelligence in Finance and Wealth Management: University of Illinois Urbana-Champaign
  • Fundamentals of Investing: SoFi
  • Alternative Investments As We Age: Building Wealth: University of Illinois Urbana-Champaign
  • Financial Modeling & Valuation: Analyze & Forecast: EDUCBA
  • BFSI Essentials: Unlocking Finance Careers: Board Infinity
  • Introduction to Personal Finance: SoFi
  • ESG Investing: Financial Decisions in Flux: Interactive Brokers
  • Accounting: Principles of Financial Accounting: IESE Business School
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA

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