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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

    • U

      University of Pennsylvania

      Finance & Quantitative Modeling for Analysts

      Skills you'll gain: Return On Investment, Financial Reporting, Capital Budgeting, Financial Statements, Financial Modeling, Mathematical Modeling, Statistical Modeling, Regression Analysis, Business Modeling, Income Statement, Financial Analysis, Risk Analysis, Cash Flows, Business Mathematics, Financial Planning, Corporate Finance, Predictive Analytics, Spreadsheet Software, Google Sheets, Microsoft Excel

      4.5
      Rating, 4.5 out of 5 stars
      ·
      17K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      M

      Meta

      Meta Full-Stack Developer

      Skills you'll gain: Jest (JavaScript Testing Framework), Django (Web Framework), Version Control, Restful API, Responsive Web Design, Unix Commands, HTML and CSS, Git (Version Control System), GitHub, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), React.js, Mobile Development, SQL, Database Design, Unit Testing, Javascript, Web Development

      4.7
      Rating, 4.7 out of 5 stars
      ·
      23K reviews

      Beginner · Specialization · 3 - 6 Months

    • 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

    • U

      University of Pennsylvania

      Introduction to Financial Accounting

      Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Balance Sheet, Accrual Accounting, Financial Analysis, Cash Flows, Income Statement, Bookkeeping, Revenue Recognition, Depreciation

      4.7
      Rating, 4.7 out of 5 stars
      ·
      8.3K reviews

      Mixed · Course · 1 - 4 Weeks

    • I

      IBM

      IBM AI Developer

      Skills you'll gain: Generative AI, Prompt Engineering, Large Language Modeling, Software Development Life Cycle, Unit Testing, ChatGPT, HTML and CSS, Development Environment, Web Design and Development, Jupyter, Hypertext Markup Language (HTML), Software Engineering, Artificial Intelligence, Cascading Style Sheets (CSS), Software Development Tools, Web Development, Application Deployment, Automation, Interviewing Skills, Professional Networking

      Build toward a degree

      4.6
      Rating, 4.6 out of 5 stars
      ·
      68K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • U

      University of California, Irvine

      Initiating and Planning Projects

      Skills you'll gain: Stakeholder Management, Conflict Management, Project Management, Project Planning, Project Management Life Cycle, Project Documentation, Project Scoping, Project Coordination, Organizational Structure, Influencing

      4.7
      Rating, 4.7 out of 5 stars
      ·
      23K reviews

      Mixed · Course · 1 - 3 Months

    • 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

    • 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
      ·
      896 reviews

      Intermediate · Specialization · 3 - 6 Months

    • 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, Backlogs, Quality Assessment, Team Management, Project Documentation, Agile Methodology, Communication Planning, Project Schedules, Change Management, Milestones (Project Management), Organizational Structure, Data Storytelling

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      128K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: AI skills
      AI skills
      I

      IBM

      IBM AI Product Manager

      Skills you'll gain: Prompt Engineering, Generative AI, New Product Development, Product Management, Product Lifecycle Management, Product Development, Innovation, Product Roadmaps, ChatGPT, Large Language Modeling, Product Planning, Commercialization, Product Strategy, Artificial Intelligence, Project Management Life Cycle, Data Ethics, OpenAI, Stakeholder Engagement, Stakeholder Management, Competitive Analysis

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

      Beginner · Professional Certificate · 3 - 6 Months

    • U

      University of Michigan

      Foundational Finance for Strategic Decision Making

      Skills you'll gain: Market Data, Loans, Finance, Microsoft Excel, General Finance, Corporate Finance, Mortgage Loans, Financial Analysis, Equities, Investments, Financial Market, Business Valuation, Investment Management, Capital Budgeting, Capital Markets, Financial Modeling, Financial Management, Business Mathematics, Financial Planning, Cash Flows

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.2K reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of Pennsylvania

      Fintech: Foundations & Applications of Financial Technology

      Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Blockchain, Cryptography, Credit/Debit Card Processing, Digital Assets, Financial Services, Payment Processing, Investments, Lending and Underwriting, Investment Management, Technology Strategies, Emerging Technologies, Risk Analysis, Fundraising and Crowdsourcing, Financial Market, Market Analysis, Artificial Intelligence and Machine Learning (AI/ML)

      4.6
      Rating, 4.6 out of 5 stars
      ·
      3.7K 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…294

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

    • Finance & Quantitative Modeling for Analysts: University of Pennsylvania
    • Meta Full-Stack Developer: Meta
    • Investment Management: University of Geneva
    • Introduction to Financial Accounting: University of Pennsylvania
    • IBM AI Developer: IBM
    • Initiating and Planning Projects: University of California, Irvine
    • Business Foundations: University of Pennsylvania
    • Financial Reporting: University of Illinois Urbana-Champaign
    • Google Project Management:: Google
    • IBM AI Product Manager: IBM

    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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