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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


  • U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Portfolio Risk, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Services, Finance, Performance Analysis, Risk Management, Market Trend, Decision Making, Microsoft Excel

    4.7 stars, 433 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.7 (433) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Risk Management and Insurance Planning

    Skills you'll gain: Insurance, Underwriting, Insurance Policies, Actuarial Science, Claims Processing, Financial Services, Risk Management, Risk Analysis, Financial Planning, Legal Risk, Risk Mitigation, Finance

    5 stars, 13 reviews, Mixed, Course, 1 - 3 Months

    ★ 5 (13) · Mixed · Course · 1 - 3 Months

    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

    Personal Finance and Investment Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Tax Planning, Financial Analysis, Tax, Income Tax, Budgeting, Portfolio Management, Insurance, Real Estate, General Finance, Financial Planning, Finance, Wealth Management, Property and Real Estate, Financial Management, Balance Sheet, Risk Management, Investments, Investment Management

    5 stars, 6 reviews, Mixed, Course, 1 - 3 Months

    ★ 5 (6) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • S

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Data, Decision Making, Investment Management, Financial Policy, Personal Development, Critical Thinking, Stress Management, Mindfulness

    Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Insurance Policies, Financial Planning, Asset Protection, Risk Management, Document Management, Health Care, Needs Assessment

    4.7 stars, 64 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.7 (64) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Portfolio Management and Factor Investing

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Investments, Asset Management, Financial Market, Risk Management, Risk Modeling, Finance, Risk Analysis, Financial Forecasting, Forecasting, Financial Analysis, Correlation Analysis, Benchmarking, Variance Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • E

    EDUCBA

    Investment Management and Portfolio Strategies

    Skills you'll gain: Portfolio Management, Financial Statements, Investment Management, Investments, Financial Statement Analysis, Market Analysis, Financial Planning, Financial Market, Financial Analysis, Wealth Management, Portfolio Risk, Risk Analysis, Equities, Risk Management, Return On Investment, Derivatives, Risk Appetite

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Financial Well-Being Foundations

    Skills you'll gain: Wealth Management, Goal Setting, Self-Awareness, Behavioral Economics, Goal-Oriented, Smart Goals, Personal Development, Risk Management, Finance, Risk Appetite, Financial Planning, Human Capital, Decision Making, Financial Acumen, Risk Analysis, Financial Management, Consumer Behaviour, Cost Benefit Analysis, Self-Discipline, Psychology

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze Personal Finance and Private Wealth Strategies

    Skills you'll gain: Estate Planning, Portfolio Risk, Wealth Management, Risk Management, Portfolio Management, Risk Management Framework, Investment Management, Tax Management, Tax Planning, Financial Planning, Asset Management, Tax Laws, Risk Appetite, Financial Services, General Finance, Income Tax, Tax, Financial Management, Financial Analysis, Behavioral Economics

    Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • J

    John Wiley & Sons

    Foundations of Strategic Planning for Public & Nonprofits

    Skills you'll gain: Strategic Planning, Organizational Strategy, Case Studies, Business Planning, Stakeholder Engagement, Resource Allocation, Stakeholder Management, Resource Management, Strategic Leadership, Resource Planning, Stakeholder Analysis, Leadership and Management, Strategic Thinking, Systems Thinking, Mitigation, Non-Profit Accounting, Strategic Decision-Making, Organizational Change, Public Administration, Leadership Development

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Retirement Planning and Savings Strategies

    Skills you'll gain: Financial Planning, Wealth Management, Income Tax, Portfolio Management, Case Studies, Planning, Employee Retirement Income Security Act, Goal Setting, Compensation and Benefits, Asset Management, Benefits Administration, Investment Management, Portfolio Risk, Long Term Care, Investments, Deposit Accounts, Estimation, Material Requirements Planning, Security Requirements Analysis, Safety and Security

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
1…789…643

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

  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Risk Management and Insurance Planning: EDUCBA
  • Tax Planning and Wealth Management Basics: EDUCBA
  • Personal Finance and Investment Strategies: EDUCBA
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research
  • Risk Management in Personal Finance: SoFi
  • Portfolio Management and Factor Investing: EDUCBA
  • Investment Management and Portfolio Strategies: EDUCBA
  • Financial Well-Being Foundations: John Wiley & Sons
  • Analyze Personal Finance and Private Wealth Strategies: EDUCBA

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