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  1. Categories
  2. 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


  • S

    SoFi

    The Fundamentals of Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Goal Setting, Cash Flows, Investments, Budgeting, Smart Goals, Tax, Mortgage Loans, Insurance Policies, Financial Planning, Loans, Risk Analysis, General Finance, Risk Appetite, Risk Management, Investment Management, Cost Estimation, Finance, Financial Analysis

    4.6 stars, 439 reviews, Beginner, Specialization, 3 - 6 Months

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

  • 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, Predictive Modeling, Budgeting, Financial Modeling, Model Evaluation, Credit Risk, Cost Management, Financial Analysis, Risk Analysis, Data Pipelines

    Intermediate · Course · 1 - 3 Months

  • E

    EDUCBA

    Financial Planning and Investment Strategies

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

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
  • 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 Enablement, Digital pedagogy, Analytics, AI Integrations, Financial Planning, Relationship Building, FinTech

    4.3 stars, 32 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 4.3 (32) · Intermediate · Specialization · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Financial Planning

    Skills you'll gain: Responsible AI, AI Enablement, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, AI Integrations, Technology Strategies, 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

  • E

    EDUCBA

    Physical Asset Investment and Financial Planning

    Skills you'll gain: Portfolio Management, Financial Planning, Risk Management, Investment Management, Financial Analysis, Investments, Risk Mitigation, Cash Flows, Insurance, Real Estate, Goal Setting

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
  • S

    SoFi

    Fundamentals of Investing

    Skills you'll gain: Investments, Risk Analysis, Risk Appetite, Risk Management, Investment Management, Financial Planning, Equities, Tax, Income Tax, Derivatives

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

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

  • 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 Laws, Depreciation

    Mixed · Course · 1 - 3 Months

    Category: New
    New
  • 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, Financial Auditing, Variance Analysis, Financial Forecasting, Performance Measurement, Financial Data, Business Process Reengineering, Lean Manufacturing, Big Data, Analytics, Financial Management, Business

    4.8 stars, 63 reviews, Beginner, Specialization, 3 - 6 Months

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

  • T

    The Skill Valley

    Project Management for Financial Professionals

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
  • I

    Indian School of Business

    Basic Financial Literacy

    Skills you'll gain: Loans, Financial Planning, Finance, Financial Management, Budgeting, Tax, Investments, Tax Management

    4.5 stars, 17 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.5 (17) · Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Retirement Planning and Wealth Strategies

    Skills you'll gain: Wealth Management, Financial Planning, Budgeting, Benefits Administration, Insurance, Investments, Finance, Estimation

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
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