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 TrialCorporate Finance Institute
Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Financial Sales, Investment Management, Compensation Management, Banking, Portfolio Management, Asset Management, Client Services
Status: Free TrialUniversity of Illinois Urbana-Champaign
Skills you'll gain: Financial Planning, Investments, Budgeting, Risk Management, Goal Setting, Cash Management, Loans, Portfolio Risk, General Finance, Investment Management, Cash Flows, Smart Goals, General Lending, Insurance, Financial Services, Financial Management, Credit Risk, Expense Management
Status: NewStatus: PreviewSkills you'll gain: Wealth Management, Financial Planning, Tax Planning, Portfolio Risk, Tax Management, Portfolio Management, Investment Management, Investments, Finance, Financial Management, General Finance, Income Tax, Risk Management, Asset Management, Financial Analysis, Budgeting, Goal Setting
Status: NewStatus: Free TrialCorporate Finance Institute
Skills you'll gain: Wealth Management, Financial Planning, Financial Management, Finance, Relationship Building, Customer Relationship Building, Financial Services, General Finance, Client Services, Rapport Building, Plan Execution, Goal Setting
Status: PreviewIndian School of Business
Skills you'll gain: Financial Planning, Tax Planning, Income Tax, Insurance, Financial Management, Investments, Tax, Finance, Financial Market, Loans, Portfolio Management, Income Statement
Status: PreviewUniversity of Florida
Skills you'll gain: Financial Planning, Financial Statement Analysis, Risk Management, Wealth Management, Financial Statements, Investments, Cash Management, Insurance, Cash Flows, Income Tax, Finance, Tax Planning, Financial Management, Credit Risk, Budgeting, Portfolio Management, Expense Management, Investment Management, Personal Development
What brings you to Coursera today?
Status: NewStatus: Free TrialSkills you'll gain: Forecasting, Financial Statement Analysis, Budgeting, Variance Analysis, Financial Modeling, Management Reporting, Financial Planning, Corporate Finance, Data Storytelling, Key Performance Indicators (KPIs), Generative AI, Scenario Testing, Prompt Engineering, Risk Management, Microsoft Excel, Accrual Accounting, Stakeholder Management, Anomaly Detection, Data Visualization, Performance Stress Testing
Status: FreeSkills you'll gain: Cash Flow Forecasting, Financial Forecasting, Cash Flows, Financial Analysis, Financial Data, Business Planning, Entrepreneurship, Forecasting, Financial Planning, Financial Management, Finance, Business Strategy, Strategic Decision-Making, Strategic Planning
Status: NewStatus: Free TrialJohn Wiley & Sons
Skills you'll gain: Operating Expense, Dashboard, Mergers & Acquisitions, Business Valuation, Operating Cost, Financial Forecasting, Working Capital, Business Planning, Performance Measurement, Financial Analysis, Financial Statements, Financial Management, Financial Statement Analysis, Financial Acumen, Performance Analysis, Performance Metric, Financial Planning, Performance Management, Key Performance Indicators (KPIs), Business Marketing
Status: NewStatus: Free TrialSkills you'll gain: Financial Statement Analysis, Wealth Management, Tax Management, Insurance, Underwriting, Financial Statements, Tax Planning, Estate Planning, Technical Analysis, Tax Compliance, Financial Analysis, Investments, Financial Planning, Tax, Income Tax, Tax Preparation, Financial Market, Portfolio Management, Insurance Policies, Budget Management
Status: Free TrialUniversity of Illinois Urbana-Champaign
Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Forecasting, Budget Management, Variance Analysis, Financial Analysis, Income Statement, Balance Sheet, Performance Measurement, Forecasting, Management Accounting, Return On Investment, Financial Data, Cash Flow Forecasting, Cost Management, Budgeting, Financial Modeling, Finance, Accounting, Financial Accounting
Status: NewStatus: Free TrialSkills you'll gain: Portfolio Management, Wealth Management, Asset Protection, Financial Planning, Portfolio Risk, Risk Management, Investment Management, Asset Management, Financial Analysis, Cash Flow Forecasting, Financial Management, Business Risk Management, Fixed Asset, Financial Forecasting, Investments, Risk Mitigation, Cash Flows, Insurance, Real Estate, Goal Setting
In summary, here are 10 of our most popular financial planning courses
- Introduction to Financial Planning and Wealth Management:Â Corporate Finance Institute
- Financial Planning for Young Adults:Â University of Illinois Urbana-Champaign
- Financial Planning and Investment Strategies:Â EDUCBA
- Financial Planning Principles:Â Corporate Finance Institute
- Financial Planning:Â Indian School of Business
- Personal & Family Financial Planning:Â University of Florida
- IBM Financial Planning and Analysis (FP&A) with AI Skills:Â IBM
- Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women:Â Goldman Sachs
- Financial Planning & Analysis and Performance Management:Â John Wiley & Sons
- Financial Planning and Wealth Management:Â EDUCBA
