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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


  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Wealth Management

    Skills you'll gain: Wealth Management, Responsible AI, Financial Services, Compliance Training, AI Enablement, FinTech, AI Integrations, Financial Regulation, Artificial Intelligence, Financial Planning, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Risk Mitigation, Automation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    MProfit Wealth Management and Risk Analytics

    Skills you'll gain: Portfolio Risk, Portfolio Management, Wealth Management, Technical Analysis, Derivatives, Investment Management, Equities, Financial Analysis, Cash Flows, Asset Management, Investments, Financial Trading, Financial Planning, Financial Market, Financial Statements, Tax Management, Hedge Accounting, Financial Services, Tax Planning, Risk Management

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    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, Cash Flows, Data Processing

    3.8
    Rating, 3.8 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    AI CERTs

    AI in Finance Agent

    Skills you'll gain: Risk Analysis, Financial Forecasting, Governance, Financial Analysis, Predictive Analytics, Automation, Governance Risk Management and Compliance, Financial Management, Forecasting, Compliance Management, Financial Reporting, Risk Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Alternative Investments As We Age: Building Wealth

    Skills you'll gain: Wealth Management, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, Behavioral Economics, Investment Management, Private Equity

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Regulatory Compliance & Risk Management in Banking in India

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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    RiskWise: Navigating Life, Health and the Unexpected

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Long Term Care, Wealth Management, Disabilities, Financial Planning, Health Policy, Health Care, Case Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Investment and Portfolio Management

    Skills you'll gain: Project Portfolio Management, Financial Statement Analysis, Financial Statements, Portfolio Management, Investment Management, Investments, Income Statement, Resource Allocation, Market Analysis, Strategic Prioritization, Financial Planning, Business Ethics, Financial Market, Resource Utilization, Portfolio Risk, Market Trend, Technical Analysis, Ethical Standards And Conduct, Financial Trading, Risk Management

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Budgetary Control and Variance Analysis

    Skills you'll gain: Budget Management, Cost Control, Variance Analysis, Budgeting, Cash Management, Operating Budget, Video Production, Cost Management, Management Reporting, Cash Flow Forecasting, Fiscal Management, Media Production, Cash Flows, Photo/Video Production and Technology, Production Planning, Operating Cost, Post-Production, Cinematography, Microsoft Excel, Financial Planning

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Private Banking

    Skills you'll gain: Wealth Management, Retail Banking, Financial Planning, Banking, Banking Services, Personalized Service, Financial Services, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Law, Regulation, and Compliance, Consumer Lending, Portfolio Risk, Investment Management, Investments, Risk Appetite, Return On Investment, Client Services, Risk Analysis, Financial Analysis

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Retail Management: Analyze, Plan & Strategize

    Skills you'll gain: Retail Management, Retail Store Operations, Retail Sales, Merchandising, Customer Analysis, Customer Insights, Product Assortment, Promotional Strategies, Strategic Marketing, Market Intelligence, Integrated Marketing Communications, Consumer Behaviour, Promotions and Campaigns, Marketing Communications, Operations Management, Financial Management, Competitive Analysis, Organizational Structure

    5
    Rating, 5 out of 5 stars
    ·
    18 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Innovation Strategy with Goldman Sachs 10,000 Women

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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    87 reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Artificial Intelligence in Wealth Management: University of Illinois Urbana-Champaign
  • MProfit Wealth Management and Risk Analytics: EDUCBA
  • Generative AI Essentials for Finance and Accounting: Edureka
  • AI in Finance Agent: AI CERTs
  • Alternative Investments As We Age: Building Wealth: University of Illinois Urbana-Champaign
  • Regulatory Compliance & Risk Management in Banking in India: Coursera
  • RiskWise: Navigating Life, Health and the Unexpected: University of Illinois Urbana-Champaign
  • Investment and Portfolio Management: EDUCBA
  • Budgetary Control and Variance Analysis: EDUCBA
  • Private Banking: Corporate Finance Institute

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