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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


  • 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

    Category: New
    New
    Category: Preview
    Preview
  • P

    Pearson

    Foundations of Financial Management

    Skills you'll gain: Business Management, Business Ethics, International Finance, Financial Management, Finance, Corporate Finance, General Finance, Organizational Structure, Ethical Standards And Conduct, Governance, Financial Planning, Financial Market, Stakeholder Management

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Market, General Finance, Economics, Psychology, Probability & Statistics, Risk Analysis

    4.4 stars, 4.6K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (4.6K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • J

    John Wiley & Sons

    Building Business Models and Financial Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Planning, Business Modeling, Financial Forecasting, Strategic Decision-Making, Corporate Strategy, Budgeting, Strategic Thinking, Financial Acumen, Business Strategies, Financial Analysis, Business Acumen, Business Strategy, Financial Reporting, Income Statement, Financial Planning, Strategic Planning, Financial Modeling, Business Marketing

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • 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

    Category: New
    New
    Status: Free trial
    Free trial
  • 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

    Category: 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

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

    EDUCBA

    Master Financial Budgeting and Forecasting

    Skills you'll gain: Budget Management, Budgeting, Financial Forecasting, Operating Budget, Forecasting, Financial Management, Cost Control, Capital Budgeting, Business Planning, Capital Expenditure, Risk Modeling, Financial Planning, Inventory Control, Finance, Business Strategy

    4.5 stars, 14 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.5 (14) · Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • 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, Risk Analysis, Finance, Financial Planning, Asset Management, Property Management, Human Capital, Property and Real Estate, Behavioral Management

    4.6 stars, 18 reviews, Beginner, Specialization, 3 - 6 Months

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

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

    EDUCBA

    Financial Analysis & Investment Strategy Mastery

    Skills you'll gain: Financial Statement Analysis, Capital Budgeting, Financial Modeling, Working Capital, Financial Statements, Investment Banking, Cash Flows, Financial Analysis, Derivatives, Technical Analysis, Equities, Portfolio Management, Corporate Finance, Financial Trading, Financial Market, Market Dynamics, Capital Markets, Investments, Finance, Analysis

    4.9 stars, 40 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.9 (40) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • M

    Madecraft

    Planning for Retirement

    Skills you'll gain: Wealth Management, Action Oriented, Investments, Portfolio Management, Financial Planning, Income Tax, Tax Planning, Tax Management, Goal Setting, Planning, Investment Management, Portfolio Risk, Income Statement, Benchmarking, Account Strategy, Financial Management, Prioritization, Cash Management, Estimation

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Statement Analysis, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Return On Investment, Business Valuation, Corporate Finance, Capital Budgeting, Mortgage Loans, Excel Formulas, Equities, Investments

    4.7 stars, 1.3K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.7 (1.3K) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
1…456…643

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

  • Wealth Management and Financial Planning Essentials: EDUCBA
  • Foundations of Financial Management: Pearson
  • Behavioral Finance: Duke University
  • Building Business Models and Financial Strategies: John Wiley & Sons
  • Budgetary Control and Financial Planning: EDUCBA
  • Saving, Investing, Insurance, and Retirement Planning: John Wiley & Sons
  • Financial Planning and Risk Management Essentials: EDUCBA
  • Master Financial Budgeting and Forecasting: EDUCBA
  • RiskWise.: University of Illinois Urbana-Champaign
  • Financial Analysis & Investment Strategy Mastery: EDUCBA

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