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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • U

    University of Michigan

    Advanced Concepts in Time Value of Money (TVM)

    Skills you'll gain: Loans, Finance, Mortgage Loans, Financial Modeling, Financial Management, Financial Planning, Microsoft Excel, Financial Analysis, Complex Problem Solving, Spreadsheet Software

    4.8
    Rating, 4.8 out of 5 stars
    ·
    100 reviews

    Intermediate · Course · 1 - 4 Weeks

  • G

    Goldman Sachs

    Fundamentals of Funding, with Goldman Sachs 10,000 Women

    Skills you'll gain: Grant Writing, Business Development, Business Strategies, Entrepreneurship, Financial Planning, Financial Management, Proposal Development, Financial Analysis, Mergers & Acquisitions, Loans, Fundraising, Business Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    257 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    California Institute of the Arts

    Building Your Freelancing Career

    Skills you'll gain: Intellectual Property, Business Planning, Competitive Analysis, Financial Data, Business Risk Management, Financial Acumen, Tax Preparation, Business Process Automation, Budget Management, Business Strategy, Contract Management, Peer Review, Process Improvement, Financial Analysis, Financial Forecasting, Small Business Accounting, Client Services, Entrepreneurship, Marketing, Leadership and Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    438 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Alternative Investments as You Age

    Skills you'll gain: Case Studies, Financial Planning, Risk Modeling, Land Management, Financial Modeling, Commercial Real Estate, Succession Planning, Regulatory Requirements, Risk Mitigation, Blockchain

    4
    Rating, 4 out of 5 stars
    ·
    6 reviews

    Beginner · Specialization · 1 - 3 Months

  • C

    Corporate Finance Institute

    Corporate Finance Fundamentals

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Corporate Finance, Capital Markets, Securities (Finance), Investment Banking, Equities, Private Equity, Financial Modeling, Interviewing Skills, Financial Analysis, Underwriting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    205 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Wealth Management

    Skills you'll gain: Wealth Management, Financial Services, AI Enablement, FinTech, Artificial Intelligence, Financial Planning, AI Personalization, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Automation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • E

    Edureka

    Generative AI Essentials for Finance and Accounting

    Skills you'll gain: Prompt Engineering, Generative AI, Prompt Engineering Tools, Miro AI, Financial Accounting, Cash Flow Forecasting, Accounting, Risk Analysis, Cash Flows, Data Processing

    Beginner · Course · 1 - 4 Weeks

  • G

    Goldman Sachs

    Innovation Strategy with Goldman Sachs 10,000 Women

    Skills you'll gain: Market Research, New Product Development, Product Development, Entrepreneurship, Product Design, Innovation, Focus Group, Market Analysis, Ideation, Business Development, Product Testing, Logistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    84 reviews

    Mixed · Course · 1 - 4 Weeks

  • B

    Board Infinity

    Decoding BFSI: Key Segments and Functions in Finance

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Banking, Insurance Policies, Underwriting, Financial Analysis, Financial Market, Financial Management, Credit Risk, Retail Banking, Financial Regulation, Bank Regulations, Risk Analysis, Financial Planning, Mobile Banking, Portfolio Management

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Regulatory Compliance & Risk Management in Banking in India

    Skills you'll gain: Risk Mitigation, Risk Management, Bank Regulations, Risk Management Framework, Business Risk Management, Risk Analysis, Enterprise Risk Management (ERM), Compliance Management, Banking, Financial Regulations, Credit Risk, Operational Risk, Banking Services, Regulatory Requirements, Commercial Banking, Financial Industry Regulatory Authorities, Analysis, Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    10 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    CFO Excellence: Mastering Finance Teams

    Skills you'll gain: Risk Management, Business Risk Management, Strategic Leadership, Digital Transformation, Financial Management, Financial Planning, Financial Forecasting, Business Strategies, Organizational Strategy, Business Acumen, Technology Strategies, Organizational Structure, Talent Management, Team Leadership, Change Management

    Intermediate · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Retail Management: Analyze, Plan & Strategize

    Skills you'll gain: Retail Management, Retail Store Operations, Merchandising, Revenue Management, Customer Analysis, Customer Insights, Product Assortment, Promotional Strategies, Strategic Marketing, Market Intelligence, Price Negotiation, Consumer Behaviour, E-Commerce, Inventory Management System, Operations Management, Competitive Analysis, Organizational Structure

    5
    Rating, 5 out of 5 stars
    ·
    15 reviews

    Mixed · Course · 1 - 3 Months

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

  • Advanced Concepts in Time Value of Money (TVM): University of Michigan
  • Fundamentals of Funding, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Building Your Freelancing Career: California Institute of the Arts
  • Alternative Investments as You Age: University of Illinois Urbana-Champaign
  • Corporate Finance Fundamentals: Corporate Finance Institute
  • Artificial Intelligence in Wealth Management : University of Illinois Urbana-Champaign
  • Generative AI Essentials for Finance and Accounting: Edureka
  • Innovation Strategy with Goldman Sachs 10,000 Women : Goldman Sachs
  • Decoding BFSI: Key Segments and Functions in Finance: Board Infinity
  • Regulatory Compliance & Risk Management in Banking in India: Coursera

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