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  1. Categories
  2. Financial Planning

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


  • C

    Coursera

    AI-Driven Financial Planning, Forecasting, and Automation

    Skills you'll gain: Financial Forecasting, Supervised Learning, Variance Analysis, Forecasting, Financial Data, Applied Machine Learning, Predictive Modeling, Budgeting, Financial Modeling, Model Evaluation, Credit Risk, Cost Management, Financial Analysis, Risk Analysis, Data Pipelines

    Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    SoFi

    The Fundamentals of Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Goal Setting, Cash Flows, Investments, Budgeting, Smart Goals, Tax, Mortgage Loans, Insurance Policies, Financial Planning, Loans, Risk Analysis, General Finance, Risk Appetite, Risk Management, Investment Management, Cost Estimation, Finance, Financial Analysis

    4.6 stars, 439 reviews, Beginner, Specialization, 3 - 6 Months

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

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Planning and Investment Strategies

    Skills you'll gain: Wealth Management, Financial Planning, Tax Planning, Portfolio Risk, Portfolio Management, Investment Management, Investments, Finance, Financial Management, Risk Management, Asset Management, Financial Analysis, Budgeting, Goal Setting

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Finance and Wealth Management

    Skills you'll gain: Responsible AI, Data Ethics, Wealth Management, Human Learning, Financial Services, Education Software and Technology, Learning Theory, Data Mining, Artificial Intelligence and Machine Learning (AI/ML), Generative AI, Pedagogy, Machine Learning, Artificial Intelligence, AI Enablement, Digital pedagogy, Analytics, AI Integrations, Financial Planning, Relationship Building, FinTech

    4.4 stars, 31 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 4.4 (31) · Intermediate · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Analysis, Reporting & Decision Making

    Skills you'll gain: Budget Management, Cost Accounting, Internal Auditing, Financial Reporting, Financial Statement Analysis, Financial Statements, Internal Controls, Auditing, Budgeting, Financial Auditing, Variance Analysis, Financial Forecasting, Performance Measurement, Financial Data, Business Process Reengineering, Lean Manufacturing, Big Data, Analytics, Financial Management, Business

    4.8 stars, 62 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (62) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Physical Asset Investment and Financial Planning

    Skills you'll gain: Portfolio Management, Financial Planning, Risk Management, Investment Management, Financial Analysis, Investments, Risk Mitigation, Cash Flows, Insurance, Real Estate, Goal Setting

    Mixed · Course · 1 - 4 Weeks

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

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Financial Planning

    Skills you'll gain: Responsible AI, AI Enablement, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, AI Integrations, Technology Strategies, Ethical Standards And Conduct, Generative AI, Compensation Management, Customer experience improvement

    4.4 stars, 13 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (13) · Beginner · Course · 1 - 4 Weeks

    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 Laws, Depreciation

    Mixed · Course · 1 - 3 Months

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

    SoFi

    Fundamentals of Investing

    Skills you'll gain: Investments, Risk Analysis, Risk Appetite, Risk Management, Investment Management, Financial Planning, Equities, Tax, Income Tax, Derivatives

    4.4 stars, 124 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (124) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Markets & Investment Strategies Mastery

    Skills you'll gain: Derivatives, Financial Market, Portfolio Management, Regulatory Compliance, Investments, Financial Trading, Ethical Standards And Conduct, Investment Management, Financial Analysis, Finance, Credit Risk, Risk Management

    Mixed · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • C

    Coursera

    Financial Analyst: AI, Excel, and Power BI Skills

    Skills you'll gain: Financial Modeling, Financial Statements, Data Import/Export, Data Cleansing, Financial Statement Analysis, Risk Modeling, Financial Forecasting, Capital Budgeting, Supervised Learning, Risk Management, Variance Analysis, Financial Analysis, Data Storytelling, Risk Analysis, Budgeting, Credit Risk, Predictive Modeling, Power BI, Microsoft Excel, Data Visualization

    2.8 stars, 10 reviews, Intermediate, Professional Certificate, 3 - 6 Months

    ★ 2.8 (10) · Intermediate · Professional Certificate · 3 - 6 Months

    Status: Free trial
    Free trial
  • U

    University of Illinois Urbana-Champaign

    Financial Analysis - Skills for Success

    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, Budgeting, Financial Modeling, Finance, Accounting, Financial Accounting, Financial Acumen, Cash Flows, Business Valuation

    4.7 stars, 537 reviews, Beginner, Specialization, 1 - 3 Months

    ★ 4.7 (537) · Beginner · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
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