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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


  • U

    University of Illinois Urbana-Champaign

    Financial Analysis - Skills for Success

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Forecasting, Budget Management, Variance Analysis, Financial Analysis, Income Statement, Balance Sheet, Performance Measurement, Forecasting, Management Accounting, Return On Investment, Financial Data, Cash Flow Forecasting, Cost Management, Budgeting, Financial Modeling, Finance, Accounting, Financial Accounting

    4.7 stars, 536 reviews, Beginner, Specialization, 1 - 3 Months

    ★ 4.7 (536) · Beginner · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    SoFi

    The Fundamentals of Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Goal Setting, Cash Flows, Investments, Budgeting, Smart Goals, Tax, Portfolio Risk, Cash Management, Mortgage Loans, Insurance Policies, Return On Investment, Financial Planning, Loans, Risk Analysis, Consumer Lending, Credit Risk, Wealth Management, Cost Estimation

    4.6 stars, 438 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.6 (438) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • C

    Coursera

    AI-Driven Financial Planning, Forecasting, and Automation

    Skills you'll gain: Financial Forecasting, Supervised Learning, Variance Analysis, Forecasting, Financial Data, Applied Machine Learning, Risk Modeling, Predictive Analytics, Predictive Modeling, Budgeting, Financial Modeling, Model Evaluation, Credit Risk, Revenue Forecasting, Cost Management, Data-Driven Decision-Making, Financial Analysis, Operating Budget, Risk Analysis, Data Pipelines

    Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Planning and Investment Strategies

    Skills you'll gain: Wealth Management, Financial Planning, Tax Planning, Portfolio Risk, Tax Management, Portfolio Management, Investment Management, Investments, Finance, Financial Management, General Finance, Income Tax, Risk Management, Asset Management, Financial Analysis, Budgeting, Goal Setting

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Financial Planning

    Skills you'll gain: Responsible AI, Data Ethics, Relationship Management, Rapport Building, AI Enablement, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, AI Integrations, Technology Strategies, Compensation Strategy, Ethical Standards And Conduct, Generative AI, Compensation Management, Customer experience improvement

    4.4 stars, 13 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (13) · 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, Data Ethics, Wealth Management, Human Learning, Financial Services, Education Software and Technology, Learning Theory, Data Mining, Artificial Intelligence and Machine Learning (AI/ML), Generative AI, Pedagogy, Machine Learning, Artificial Intelligence, AI literacy, Compliance Training, Machine Learning Methods, AI Enablement, Relationship Management, Rapport Building, Financial Planning

    4.4 stars, 29 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 4.4 (29) · Intermediate · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    SoFi

    Fundamentals of Investing

    Skills you'll gain: Investments, Portfolio Risk, Return On Investment, Risk Analysis, Risk Appetite, Portfolio Management, Risk Management, Investment Management, Financial Planning, General Finance, Equities, Tax, Income Tax, Tax Planning, Derivatives

    4.4 stars, 124 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (124) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Analysis, Reporting & Decision Making

    Skills you'll gain: Budget Management, Cost Accounting, Internal Auditing, Financial Reporting, Financial Statement Analysis, Financial Statements, Internal Controls, Auditing, Budgeting, Variance Analysis, Financial Forecasting, Performance Measurement, Performance Reporting, Financial Data, Business Process Reengineering, Lean Manufacturing, Big Data, Data Governance, Financial Management, Business

    4.8 stars, 56 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (56) · Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Physical Asset Investment and Financial Planning

    Skills you'll gain: Portfolio Management, Wealth Management, Financial Planning, Portfolio Risk, Risk Management, Investment Management, Asset Management, Financial Analysis, Cash Flow Forecasting, Financial Management, Fixed Asset, Financial Forecasting, Investments, Risk Mitigation, Cash Flows, Insurance, Real Estate, Goal Setting, Insurance Policies

    Mixed · Course · 1 - 4 Weeks

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

    EDUCBA

    Tax Planning and Wealth Management Basics

    Skills you'll gain: Wealth Management, Tax Management, Tax Planning, Estate Planning, Tax Compliance, Financial Planning, Tax, Income Tax, Tax Preparation, Tax Laws, Financial Data, Financial Forecasting, Financial Modeling, Depreciation, Asset Management, Compensation and Benefits, Excel Formulas, Goal Setting

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Financial Markets & Investment Strategies Mastery

    Skills you'll gain: Derivatives, Financial Market, Portfolio Management, Portfolio Risk, Regulatory Compliance, Investments, Financial Trading, Securities (Finance), Ethical Standards And Conduct, Investment Management, Compliance Management, Market Data, Financial Data, Capital Markets, Business Ethics, Financial Analysis, Quantitative Research, Return On Investment, Finance, Credit Risk

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • P

    Pearson

    Personal Financial Planning

    Skills you'll gain: Income Statement, Financial Statements, Financial Statement Analysis, Financial Planning, Financial Analysis, Goal Setting, Expense Management, Finance, Financial Acumen, Financial Data, Balance Sheet, Budgeting, General Finance, Budget Management, Financial Management, Prioritization

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
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