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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: New
    New
    Status: Free Trial
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    E

    EDUCBA

    Risk Management and Insurance Planning

    Skills you'll gain: Insurance, Underwriting, Insurance Policies, Actuarial Science, Insurance and Warranty Claims Processing, Claims Processing, Financial Services, Risk Management, Risk Analysis, Financial Planning, Lending and Underwriting, Risk Mitigation, Finance, Law, Regulation, and Compliance

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Solving the Retirement Puzzle

    Skills you'll gain: Estate Planning, Wealth Management, Portfolio Management, Insurance, Financial Planning, Insurance Policies, Personal Development, Asset Management, Risk Management, Portfolio Risk, Contract Review, Succession Planning, Investment Management, Land Management, Risk Modeling, Investments, Financial Modeling, Consumer Behaviour, Finance, Analysis

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    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, Financial Data, Depreciation, Asset Management, Insurance, Microsoft Excel, Goal Setting

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    E

    EDUCBA

    Retirement Planning and Wealth Strategies

    Skills you'll gain: Wealth Management, Financial Planning, Budget Management, Budgeting, Benefits Administration, Insurance, Investments, Finance, Investment Management, Insurance Policies, Estimation

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Financial Data, Oracle Cloud Applications, Forecasting, Accounting and Finance Software, Budget Management, Financial Forecasting, Operating Budget, Fiscal Management, Budgeting, Data Management, Business Planning, Workflow Management, Strategic Planning, Month End Closing, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    E

    EDUCBA

    Investment Management and Portfolio Strategies

    Skills you'll gain: Portfolio Management, Financial Statements, Investment Management, Investments, Financial Statement Analysis, Market Analysis, Financial Planning, Financial Market, Financial Analysis, Wealth Management, Portfolio Risk, Risk Analysis, Equities, Risk Management, Return On Investment, Derivatives, Risk Appetite

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Management

    Skills you'll gain: Revenue Recognition, Peer Review, Credit Risk, Mergers & Acquisitions, Financial Analysis, Accrual Accounting, Financial Statements, Investment Management, Accruals, Cash Flows, Accounting, Corporate Finance, Financial Statement Analysis, Financial Accounting, Finance, Financial Modeling, Return On Investment, Investments, Financial Management, Risk Management

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7K reviews

    Intermediate · Specialization · 3 - 6 Months

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

    EDUCBA

    Personal Finance and Investment Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Tax Planning, Financial Analysis, Tax, Income Tax, Budgeting, Portfolio Management, Insurance, Real Estate, General Finance, Financial Planning, Finance, Wealth Management, Property and Real Estate, Financial Management, Balance Sheet, Risk Management, Investments, Investment Management

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Master Financial Budgeting and Forecasting

    Skills you'll gain: Budget Management, Budgeting, Financial Forecasting, Operating Budget, Forecasting, Financial Management, Cost Control, Capital Budgeting, Business Planning, Financial Planning, Inventory Control, Finance, Organizational Strategy

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Mixed · Course · 1 - 4 Weeks

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

    EDUCBA

    Investment Portfolio Management Strategies

    Skills you'll gain: Portfolio Management, Wealth Management, Investment Management, Portfolio Risk, Financial Analysis, Cash Flows, Risk Management, Investments, Financial Planning, Financial Statements, Financial Services, Asset Management, Financial Management, Equities, Risk Mitigation, Insurance, Transaction Processing, Financial Systems, Insurance Policies

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Insurance, Retirement, and Estate Planning

    Skills you'll gain: Estate Planning, Long Term Care, Wealth Management, Financial Planning, Insurance Policies, Financial Services, Asset Protection, Risk Management, Contingency Planning, Nursing Homes, Tax Planning, Succession Planning, Property and Real Estate, Home Health Care, Home Health Care and Assisted Living, Disabilities, Health Care

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Impact

    Skills you'll gain: Financial Acumen, Financial Analysis, Operational Efficiency, Business, Finance, Business Strategies, Business Strategy, Strategic Decision-Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    68 reviews

    Beginner · Course · 1 - 4 Weeks

1…456…567

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

  • Risk Management and Insurance Planning: EDUCBA
  • Solving the Retirement Puzzle: University of Illinois Urbana-Champaign
  • Tax Planning and Wealth Management Basics: EDUCBA
  • Retirement Planning and Wealth Strategies: EDUCBA
  • Improving Financial Planning with Oracle EPM: Coursera
  • Investment Management and Portfolio Strategies: EDUCBA
  • Financial Management: University of Illinois Urbana-Champaign
  • Personal Finance and Investment Strategies: EDUCBA
  • Master Financial Budgeting and Forecasting: EDUCBA
  • Investment Portfolio Management Strategies: EDUCBA

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