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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
      D

      Duke University

      Financial Statements

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Balance Sheet, Income Statement, Key Performance Indicators (KPIs), Financial Reporting, Business Metrics, Performance Analysis, Performance Measurement, Cash Flows, Financial Management

      4.9
      Rating, 4.9 out of 5 stars
      ·
      29 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Investment Risk Management

      Skills you'll gain: Investment Management, Risk Management, Financial Analysis, Financial Management, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment

      4.3
      Rating, 4.3 out of 5 stars
      ·
      2K reviews

      Intermediate · Guided Project · Less Than 2 Hours

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

      University of Illinois Urbana-Champaign

      Artificial Intelligence in Financial Planning

      Skills you'll gain: Data Ethics, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, ChatGPT, Compensation Analysis, Technology Strategies, Business Ethics, Generative AI, Compensation Management, Customer experience improvement

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      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, Large Language Modeling, Artificial Intelligence, ChatGPT, Product Planning, Commercialization, Product Strategy, Project Management Life Cycle, Data Ethics, OpenAI, Stakeholder Engagement, Artificial Intelligence and Machine Learning (AI/ML), Stakeholder Management

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

      Beginner · Professional Certificate · 3 - 6 Months

    • C

      Coursera Instructor Network

      Improving Financial Planning with Oracle EPM

      Skills you'll gain: Month End Closing, Accounting and Finance Software, Financial Forecasting, Budgeting, Financial Planning, Workflow Management, Cash Flow Forecasting, Business Planning, Financial Reporting, Financial Analysis, Data Management, Data Security

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Discounted Cash Flow Modeling

      Skills you'll gain: Financial Forecasting, Business Valuation, Equities, Financial Modeling, Financial Analysis, Finance, Cash Flows, Capital Markets

      4.3
      Rating, 4.3 out of 5 stars
      ·
      750 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: Free
      Free
      C

      Coursera Project Network

      Create a Financial Statement using Microsoft Excel

      Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Financial Data, Bookkeeping, Data Entry, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management

      4.4
      Rating, 4.4 out of 5 stars
      ·
      723 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • U

      University of Pennsylvania

      English for Career Development

      Skills you'll gain: English Language, Vocabulary, Business Writing, Interviewing Skills, Verbal Communication Skills, Language Learning, Professional Networking, Professional Development, Business Communication

      4.8
      Rating, 4.8 out of 5 stars
      ·
      17K reviews

      Mixed · Course · 1 - 3 Months

    • C

      Coursera Instructor Network

      Financial Reporting: Ledgers, Taxes, Auditing Best Practices

      Skills you'll gain: Ledgers (Accounting), Tax Planning, Auditing, Tax Compliance, Income Tax, Financial Auditing, Financial Reporting, Compliance Management, Accounting Records, Regulatory Compliance, Financial Controls, Reconciliation

      4.6
      Rating, 4.6 out of 5 stars
      ·
      58 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Program Financial Planning with ClickUp

      Skills you'll gain: Program Management, Project Planning, Project Management Software, Innovation, Budget Management, Financial Planning, Process Flow Diagrams, Agile Methodology

      4.3
      Rating, 4.3 out of 5 stars
      ·
      12 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • T

      The Hong Kong University of Science and Technology

      Python and Statistics for Financial Analysis

      Skills you'll gain: Statistical Inference, Statistical Methods, Pandas (Python Package), Probability & Statistics, Risk Analysis, Financial Trading, Financial Data, Data Manipulation, Statistical Analysis, Regression Analysis, Financial Analysis, Jupyter, Financial Modeling

      4.4
      Rating, 4.4 out of 5 stars
      ·
      4.5K reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      IBM

      Python for Data Science, AI & Development

      Skills you'll gain: Jupyter, Automation, Web Scraping, Python Programming, Data Manipulation, Data Import/Export, Scripting, Data Structures, Data Processing, Data Collection, Application Programming Interface (API), Pandas (Python Package), Programming Principles, NumPy, Object Oriented Programming (OOP), Computer Programming

      4.6
      Rating, 4.6 out of 5 stars
      ·
      41K reviews

      Beginner · Course · 1 - 3 Months

    Financial Planning learners also search

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    Financial Modeling
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    1234…299

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

    • Financial Statements: Duke University
    • Investment Risk Management: Coursera Project Network
    • Artificial Intelligence in Financial Planning: University of Illinois Urbana-Champaign
    • IBM AI Product Manager: IBM
    • Improving Financial Planning with Oracle EPM: Coursera Instructor Network
    • Discounted Cash Flow Modeling: Coursera Project Network
    • Create a Financial Statement using Microsoft Excel: Coursera Project Network
    • English for Career Development: University of Pennsylvania
    • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera Instructor Network
    • Program Financial Planning with ClickUp: Coursera Project Network

    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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