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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.

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    Explore the Financial Planning Course Catalog

    • Status: Free Trial
      Free Trial
      C

      Corporate Finance Institute

      Preparatory Certificate in Finance and Financial Markets

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Financial Statements, Capital Markets, Enterprise Risk Management (ERM), Financial Services, Financial Trading, Corporate Sustainability, Financial Market, Wealth Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      356 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: New AI skills
      New AI skills
      G

      Google

      Google Project Management:

      Skills you'll gain: Quality Management, Project Management Life Cycle, Project Scoping, Project Closure, Project Management, Project Planning, Continuous Improvement Process, Agile Project Management, Project Controls, Professional Networking, Backlogs, Agile Software Development, Quality Assessment, Team Management, Project Documentation, Agile Methodology, Communication Planning, Change Management, Milestones (Project Management), Interviewing Skills

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      129K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: New AI skills
      New AI skills
      G

      Google

      Google Digital Marketing & E-commerce

      Skills you'll gain: Media Planning, Search Engine Marketing, Email Marketing, Data Storytelling, Social Media Strategy, Search Engine Optimization, Social Media Marketing, Content Creation, Order Fulfillment, Google Ads, Professional Networking, Online Advertising, A/B Testing, Social Media Campaigns, E-Commerce, Customer Retention, Customer experience strategy (CX), Customer Relationship Management, Campaign Management, Interviewing Skills

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      39K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      Macquarie University

      Excel Skills for Business

      Skills you'll gain: Microsoft Excel, Dashboard, Excel Formulas, Spreadsheet Software, Data Visualization, Excel Macros, Data Validation, Data Analysis Expressions (DAX), Data Cleansing, Data Modeling, Financial Forecasting, Predictive Modeling, Financial Modeling, Workflow Management, Finance, Data Management, Business Intelligence Software, Consolidation, Data Integrity, Data Entry

      4.9
      Rating, 4.9 out of 5 stars
      ·
      62K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      G

      Google

      Foundations of Cybersecurity

      Skills you'll gain: Cybersecurity, Security Controls, Cyber Attacks, Security Management, Cyber Security Strategy, Incident Response, Cyber Risk, Security Information and Event Management (SIEM), Information Assurance, Data Ethics, Network Analysis, Ethical Standards And Conduct

      Build toward a degree

      4.9
      Rating, 4.9 out of 5 stars
      ·
      34K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Business Foundations

      Skills you'll gain: Operations Management, Return On Investment, Operational Efficiency, Financial Statements, Financial Statement Analysis, Human Capital, Go To Market Strategy, Process Analysis, Branding, People Management, Financial Reporting, Capital Budgeting, Financial Accounting, Financial Modeling, Balance Sheet, Consumer Behaviour, Human Resource Strategy, Marketing Planning, Peer Review, Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      26K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Financial Reporting

      Skills you'll gain: Balance Sheet, Revenue Recognition, Financial Accounting, Financial Reporting, Depreciation, Financial Statement Analysis, Generally Accepted Accounting Principles (GAAP), Accounts Receivable, Accounting, Inventory Accounting, Income Statement, Financial Statements, Cash Management, Accrual Accounting, Tax Management, Cash Flows, Fixed Asset, Asset Management, International Financial Reporting Standards, Standard Accounting Practices

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      897 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      G

      Google

      Foundations of Project Management

      Skills you'll gain: Project Management Life Cycle, Change Management, Organizational Structure, Project Management, Organizational Change, Program Management, Project Closure, Agile Methodology, Project Planning, Waterfall Methodology

      4.9
      Rating, 4.9 out of 5 stars
      ·
      95K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      IBM

      IBM Business Analyst

      Skills you'll gain: Data Storytelling, Requirements Elicitation, Risk Mitigation, Business Analysis, Business Process Modeling, Risk Analysis, Process Mapping, Process Optimization, Requirements Management, Risk Management, Business Requirements, Stakeholder Management, Work Breakdown Structure, Scope Management, Process Analysis, Stakeholder Engagement, Data Visualization Software, Excel Formulas, Microsoft Excel, Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      13K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Geneva

      Investment Management

      Skills you'll gain: Portfolio Management, Wealth Management, Risk Management, Investment Management, Financial Market, Business Risk Management, Capital Markets, Risk Analysis, Asset Management, Performance Measurement, Investments, Market Dynamics, Environmental Social And Corporate Governance (ESG), Financial Planning, Equities, Finance, Performance Analysis, Financial Policy, FinTech, Business Ethics

      4.7
      Rating, 4.7 out of 5 stars
      ·
      7.6K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      J

      Johns Hopkins University

      Sustainable Cities

      Skills you'll gain: Architectural Design, Building Codes, Community Development, Land Development, Public Works, Landscape Architecture, Transportation Operations, Civil Engineering, Environmental Engineering, Building Design, Economic Development, Land Management, Water Resources, Environment, Geographic Information Systems, Environment and Resource Management, Construction, Environmental Science, Environmental Issue, Pollution Prevention

      4.6
      Rating, 4.6 out of 5 stars
      ·
      417 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Business Analytics

      Skills you'll gain: People Analytics, Data-Driven Decision-Making, Business Analytics, Descriptive Analytics, Business Intelligence, Human Resource Strategy, Financial Data, Marketing Analytics, Analytics, Talent Management, Financial Analysis, Predictive Analytics, Peer Review, Business Analysis, Financial Statement Analysis, Financial Forecasting, Customer Insights, Workforce Planning, Demand Planning, Customer Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      18K reviews

      Beginner · Specialization · 3 - 6 Months

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…456…299

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

    • Preparatory Certificate in Finance and Financial Markets: Corporate Finance Institute
    • Google Project Management:: Google
    • Google Digital Marketing & E-commerce: Google
    • Excel Skills for Business: Macquarie University
    • Foundations of Cybersecurity: Google
    • Business Foundations: University of Pennsylvania
    • Financial Reporting: University of Illinois Urbana-Champaign
    • Foundations of Project Management: Google
    • IBM Business Analyst: IBM
    • Investment Management: University of Geneva

    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.

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