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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

    • 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
      ·
      12K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • 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
      Free
      É

      École Polytechnique Fédérale de Lausanne

      Smart Cities – Management of Smart Urban Infrastructures

      Skills you'll gain: Energy and Utilities, Transportation Operations, Governance, Technical Management, Systems Thinking, Emerging Technologies, Technology Strategies, Innovation, Infrastructure Architecture, Internet Of Things, Digital Transformation, Data Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.8K reviews

      Beginner · Course · 1 - 3 Months

    • I
      I

      Multiple educators

      IBM and ISC2 Cybersecurity Specialist

      Skills you'll gain: Software Development Life Cycle, Computing Platforms, Network Security, Incident Response, Cloud Computing Architecture, Penetration Testing, Computer Security Incident Management, Cloud Services, Security Controls, Business Continuity, Disaster Recovery, Information Assurance, Peripheral Devices, Cybersecurity, Configuration Management, Cloud Security, Cloud Infrastructure, Cloud Applications, Cloud Platforms, Network Protocols

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

      Beginner · Professional Certificate · 3 - 6 Months

    • U

      University of California, Irvine

      Career Success

      Skills you'll gain: Time Management, Business Writing, Goal Setting, Negotiation, Cash Management, Business Planning, Planning, Project Controls, Feasibility Studies, Delegation Skills, Peer Review, Team Leadership, Business Correspondence, Creative Problem-Solving, Problem Solving, Professional Networking, Financial Analysis, Communication Strategies, Communication, Emotional Intelligence

      4.6
      Rating, 4.6 out of 5 stars
      ·
      44K reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of Illinois Urbana-Champaign

      Investment Banking: Financial Analysis and Valuation

      Skills you'll gain: Financial Statement Analysis, Investment Banking, Financial Forecasting, Business Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Income Statement, Balance Sheet, Cash Flows, Benchmarking, Spreadsheet Software

      Build toward a degree

      4.5
      Rating, 4.5 out of 5 stars
      ·
      167 reviews

      Intermediate · Course · 1 - 3 Months

    • I

      IBM

      IBM IT Scrum Master

      Skills you'll gain: User Story, Software Development Life Cycle, Sprint Retrospectives, Agile Software Development, Kanban Principles, DevOps, Backlogs, Development Environment, Information Technology, Agile Project Management, Software Engineering, Computer Hardware, Software Development Tools, Software Development Methodologies, Software Architecture, Software Design, Agile Methodology, Sprint Planning, Cloud Computing, Cloud-Native Computing

      4.8
      Rating, 4.8 out of 5 stars
      ·
      9.2K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • C

      Copenhagen Business School

      Digital Transformation in Financial Services

      Skills you'll gain: FinTech, Technology Strategies, Payment Systems, Financial Services, Digital Transformation, International Finance, Mobile Banking, Banking, Innovation, Financial Regulations, Business Technologies, Business Transformation, Financial Market, Competitive Analysis, Analysis, Financial Regulation, Business Strategy, Business Analysis, Market Dynamics, Business Strategies

      4.4
      Rating, 4.4 out of 5 stars
      ·
      1.9K reviews

      Beginner · Specialization · 3 - 6 Months

    • 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
      ·
      412 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: New
      New
      M

      Meta

      Meta Web Development Fundamentals

      Skills you'll gain: Django (Web Framework), Responsive Web Design, HTML and CSS, Relational Databases, Object Oriented Programming (OOP), Database Management Systems, Bootstrap (Front-End Framework), SQL, Database Design, Databases, Front-End Web Development, Unit Testing, MySQL, Debugging, User Interface (UI), Web Development, Web Servers, Test Driven Development (TDD), Web Applications, Programming Principles

      4.7
      Rating, 4.7 out of 5 stars
      ·
      16K reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of Michigan

      Successful Negotiation: Essential Strategies and Skills

      Skills you'll gain: Negotiation, Contract Negotiation, Conflict Management, Mediation, Sales Strategy, Arbitration, Communication, Influencing, Planning, Decision Making, Ethical Standards And Conduct, Cultural Diversity

      4.8
      Rating, 4.8 out of 5 stars
      ·
      20K reviews

      Beginner · Course · 1 - 3 Months

    • I

      IESE Business School

      Accounting: Principles of Financial Accounting

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Income Statement, Accounting, Cash Flows, Financial Accounting, Balance Sheet, Financial Analysis, Financial Reporting, Generally Accepted Accounting Principles (GAAP), Accrual Accounting

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.2K reviews

      Beginner · Course · 1 - 4 Weeks

    Financial Planning learners also search

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    1…567…294

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

    • IBM Business Analyst: IBM
    • Excel Skills for Business: Macquarie University
    • Smart Cities – Management of Smart Urban Infrastructures: École Polytechnique Fédérale de Lausanne
    • IBM and ISC2 Cybersecurity Specialist: ISC2
    • Career Success: University of California, Irvine
    • Investment Banking: Financial Analysis and Valuation: University of Illinois Urbana-Champaign
    • IBM IT Scrum Master: IBM
    • Digital Transformation in Financial Services: Copenhagen Business School
    • Sustainable Cities: Johns Hopkins University
    • Meta Web Development Fundamentals: Meta

    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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