Top Financial Planning Courses - Learn Financial Planning Online

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Financial Planning

Financial Planning Courses Online

Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

Explore the Financial Planning Course Catalog

Status: Preview
Indian School of Business
Financial Planning
Skills you'll gain: Financial Planning, Tax Planning, Wealth Management, Income Tax, Insurance, General Finance, Financial Management, Investments, Financial Market, Loans, Budgeting, Risk Management, Goal Setting
4.5
Rating, 4.5 out of 5 stars
49 reviews
Beginner · Course · 1 - 3 Months
University of Illinois Urbana-Champaign
Financial Planning for Young Adults
Skills you'll gain: Financial Planning, Investments, Budgeting, Risk Management, Goal Setting, Cash Management, Finance, Smart Goals, Insurance, Financial Management, Credit Risk
4.6
Rating, 4.6 out of 5 stars
1.4K reviews
Beginner · Course · 1 - 3 Months
Status: Preview
University of Florida
Personal & Family Financial Planning
Skills you'll gain: Financial Planning, Risk Management, Tax Management, Financial Statements, Investments, Cash Management, Insurance, Income Tax, Financial Management, Credit Risk, Budgeting, Portfolio Management
4.6
Rating, 4.6 out of 5 stars
1.5K reviews
Mixed · Course · 1 - 3 Months
Status: Free Trial
Corporate Finance Institute
Introduction to Financial Planning and Wealth Management
Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Investment Management, Compensation Management, Risk Management Framework, Asset Management, Market Intelligence, Client Services
4.7
Rating, 4.7 out of 5 stars
37 reviews
Beginner · Course · 1 - 3 Months
Status: Free
Goldman Sachs
Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women
Skills you'll gain: Cash Flow Forecasting, Financial Forecasting, Cash Flows, Financial Analysis, Business Planning, Financial Statements, Entrepreneurship, Financial Planning, Financial Management, Business Strategy, Strategic Decision-Making, Strategic Planning
4.7
Rating, 4.7 out of 5 stars
484 reviews
Mixed · Course · 1 - 4 Weeks
Status: Free Trial
University of Pennsylvania
Business and Financial Modeling
Skills you'll gain: Risk Modeling, Risk Management, Business Modeling, Mathematical Modeling, Data-Driven Decision-Making, Portfolio Management, Forecasting, Regression Analysis, Financial Modeling, Statistical Modeling, Risk Analysis, Predictive Modeling, Presentations, Spreadsheet Software, Microsoft PowerPoint, Investment Management, Financial Statements, Data Modeling, Quantitative Research, Microsoft Excel
4.5
Rating, 4.5 out of 5 stars
11K reviews
Beginner · Specialization · 3 - 6 Months

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London Business School
Fundamentals of Financial Analysis
Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Statements, Balance Sheet, Financial Modeling, Financial Reporting, Income Statement, Return On Investment, Accounting, Investments, Cash Flows, Asset Management
4.4
Rating, 4.4 out of 5 stars
92 reviews
Beginner · Course · 1 - 4 Weeks
Status: Free Trial
Duke University
Financial Management
Skills you'll gain: Financial Statement Analysis, Financial Statements, Return On Investment, Risk Management, Balance Sheet, Accounts Receivable, Business Risk Management, Credit Risk, Income Statement, Financial Acumen, Risk Mitigation, Operational Risk, Resource Allocation, Proposal Development, Capital Budgeting, Cash Flows, Financial Analysis, Strategic Decision-Making, Operational Efficiency, Stakeholder Communications
4.8
Rating, 4.8 out of 5 stars
295 reviews
Beginner · Specialization · 3 - 6 Months
Status: Free Trial
University of Illinois Urbana-Champaign
Financial Analysis - Skills for Success
Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Forecasting, Financial Accounting, Variance Analysis, Financial Analysis, Income Statement, Balance Sheet, Performance Measurement, Management Accounting, Return On Investment, Revenue Forecasting, Financial Management, Profit and Loss (P&L) Management, Cost Management, Financial Data, Budgeting, Finance, Accounting, Business Valuation
4.7
Rating, 4.7 out of 5 stars
459 reviews
Beginner · Specialization · 1 - 3 Months
Status: Free Trial
Duke University
Financial Statements
Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Balance Sheet, Financial Acumen, Income Statement, Key Performance Indicators (KPIs), Financial Reporting, Business Metrics, Performance Analysis, Performance Measurement, Cash Flows, Annual Reports, Business Acumen, Financial Management
4.8
Rating, 4.8 out of 5 stars
56 reviews
Beginner · Course · 1 - 4 Weeks
Status: New
Status: Free Trial
EDUCBA
Financial Modeling & Valuation with Excel
Skills you'll gain: Microsoft Excel, Excel Formulas, Pivot Tables And Charts, Working Capital, Cash Flows, Spreadsheet Software, Income Statement, Financial Analysis, Financial Accounting, Revenue Recognition, Business Valuation, Generally Accepted Accounting Principles (GAAP), Business Reporting, Balance Sheet, Data Visualization, Capital Expenditure, Accounts Receivable, Financial Modeling, Finance, Corporate Finance
4.9
Rating, 4.9 out of 5 stars
60 reviews
Beginner · Specialization · 3 - 6 Months
Status: Free Trial
University of Colorado Boulder
Financial Forecasting and Reporting
Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Environmental Social And Corporate Governance (ESG), Budgeting, Cost Benefit Analysis, Risk Management, Income Statement, Cost Estimation, Balance Sheet, Financial Reporting, Financial Forecasting, Financial Management, Cash Flows, Financial Market
Build toward a degree
4.8
Rating, 4.8 out of 5 stars
74 reviews
Intermediate · Course · 1 - 3 Months

Financial Planning learners also search

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

Financial Planning: Indian School of Business
Financial Planning for Young Adults: University of Illinois Urbana-Champaign
Personal & Family Financial Planning: University of Florida
Introduction to Financial Planning and Wealth Management: Corporate Finance Institute
Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women: Goldman Sachs
Business and Financial Modeling: University of Pennsylvania
Fundamentals of Financial Analysis : London Business School
Financial Management: Duke University
Financial Analysis - Skills for Success: University of Illinois Urbana-Champaign
Financial Statements: Duke University

Frequently Asked Questions about Financial Planning

Financial planning courses cover a variety of topics essential for managing personal and professional finances effectively. These include the basics of financial principles, budgeting, and retirement planning. Learners will explore topics such as investment strategies, tax planning, and risk management. Advanced courses might cover areas like estate planning, financial analysis, and advanced investment vehicles. Practical exercises and case studies help learners apply these concepts to real-world financial scenarios, enhancing their ability to create comprehensive financial plans.‎

Choosing the right financial planning course depends on your current skill level and career aspirations. Beginners should look for courses that cover the basics of financial principles, budgeting, and introductory investment strategies. Those with some experience might benefit from intermediate courses focusing on tax planning, retirement strategies, and risk management. Advanced learners or professionals seeking specialized knowledge might consider courses on estate planning, financial analysis, or preparing for certifications like Certified Financial Planner (CFP). Reviewing course content, instructor expertise, and learner feedback can help ensure the course aligns with your goals.‎

A certificate in financial planning can open up various career opportunities in finance, investment, and advisory roles. Common roles include financial planner, investment advisor, tax consultant, and estate planner. These positions involve creating and managing financial plans, advising clients on investment strategies, planning for taxes, and managing financial risks. With the growing need for financial literacy and personalized financial advice, earning a certificate in financial planning can significantly enhance your career prospects and opportunities for advancement in fields such as financial advisory firms, banks, wealth management companies, and independent financial consulting.‎

This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.