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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

    • C

      Corporate Finance Institute

      Reading Financial Statements

      Skills you'll gain: Financial Statement Analysis, Annual Reports, Financial Statements, Financial Analysis, Financial Reporting, Accounting, Management Reporting, Income Statement, Balance Sheet, Business, Corporate Finance, Business Risk Management, Cash Flows

      4.7
      Rating, 4.7 out of 5 stars
      ·
      20 reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of Illinois Urbana-Champaign

      Financial Accounting: Advanced Topics

      Skills you'll gain: Cash Flows, Financial Accounting, Financial Statements, Fixed Asset, Financial Reporting, Financial Analysis, Depreciation, Balance Sheet, Equities, Accounting, Asset Management

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.7K reviews

      Intermediate · Course · 1 - 3 Months

    • 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
      ·
      749 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • I

      IBM

      IBM Back-end JavaScript Developer

      Skills you'll gain: Istio, Node.JS, Containerization, Software Development Life Cycle, Software Architecture, Kubernetes, Server Side, MongoDB, Application Deployment, Cloud-Native Computing, NoSQL, Restful API, OpenShift, Git (Version Control System), Cloud Applications, GitHub, Serverless Computing, Ajax, Web Development, Interviewing Skills

      4.6
      Rating, 4.6 out of 5 stars
      ·
      6.8K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: AI skills
      AI skills
      M

      Microsoft

      Microsoft Business Analyst

      Skills you'll gain: Microsoft Power Platform, Excel Formulas, Process Flow Diagrams, Business Process Modeling, User Story, Business Requirements, Stakeholder Management, Data Modeling, Microsoft Excel, Microsoft Visio, Software Development Life Cycle, Requirements Analysis, Requirements Elicitation, Quality Management, Pivot Tables And Charts, Power BI, Microsoft Power Automate/Flow, Scrum (Software Development), Business Analysis, Project Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      969 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free
      Free
      I

      IE Business School

      Foundations of Strategy

      Skills you'll gain: Competitive Analysis, Business Strategy, Economics, Market Dynamics, Business Economics, Strategic Thinking, Market Analysis, Strategic Marketing, Resource Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      183 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free
      Free
      U

      University of Lausanne

      Accounting 1

      Skills you'll gain: Balance Sheet, Income Statement, Cash Flows, Financial Accounting, Financial Statements, Accounting, Bookkeeping, Working Capital, General Accounting, Accrual Accounting, Financial Reporting, Financial Analysis, Ledgers (Accounting), Profit and Loss (P&L) Management, Accounts Payable and Receivable, Reconciliation

      4.7
      Rating, 4.7 out of 5 stars
      ·
      169 reviews

      Beginner · Course · 1 - 3 Months

    • I

      IBM

      IBM Front-End Developer

      Skills you'll gain: Bootstrap (Front-End Framework), Software Development Life Cycle, Software Architecture, User Centered Design, Cloud-Native Computing, React Redux, NoSQL, Git (Version Control System), GitHub, Webpack, Application Development, MongoDB, React.js, Agile Methodology, Software Design, Front-End Web Development, JavaScript Frameworks, HTML and CSS, Web Development, Interviewing Skills

      4.6
      Rating, 4.6 out of 5 stars
      ·
      6.3K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • I

      IBM

      IBM iOS and Android Mobile App Developer

      Skills you'll gain: React Native, Software Development Life Cycle, iOS Development, Flutter (Software), Software Architecture, Swift Programming, Apple Xcode, Mobile Development, Android Studio, User Centered Design, Android Development, Apple iOS, React Redux, Git (Version Control System), GitHub, Mobile Development Tools, React.js, Web Development, AI Personalization, Large Language Modeling

      4.6
      Rating, 4.6 out of 5 stars
      ·
      6.1K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • I

      IBM

      Generative AI for Project Managers

      Skills you'll gain: Prompt Engineering, ChatGPT, Generative AI, OpenAI, Project Management, Workflow Management, Project Management Life Cycle, Large Language Modeling, Team Building, Project Planning, Microsoft Copilot, Artificial Intelligence, Program Development, Project Documentation, Risk Management, Business Ethics, Image Analysis, Content Creation, Virtual Environment

      4.7
      Rating, 4.7 out of 5 stars
      ·
      6.6K reviews

      Intermediate · Specialization · 1 - 3 Months

    • Status: Free
      Free
      U

      Università Bocconi

      Private Equity and Venture Capital

      Skills you'll gain: Private Equity, Business Valuation, Entrepreneurial Finance, Capital Markets, Mergers & Acquisitions, Investments, Financial Management, Legal Risk, Tax Laws, Entrepreneurship, Due Diligence, Negotiation, Cash Flows

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      8.7K reviews

      Mixed · Course · 1 - 3 Months

    • Status: New
      New
      I

      IBM

      Generative AI for Program Managers

      Skills you'll gain: Prompt Engineering, ChatGPT, Generative AI, Program Management, Generative AI Agents, Risk Management, OpenAI, Project Management Institute (PMI) Methodology, Strategic Decision-Making, Business Risk Management, Project Management Life Cycle, Stakeholder Management, Project Management, Organizational Strategy, Large Language Modeling, Business Ethics, Stakeholder Communications, Artificial Intelligence, Program Development, Image Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      6.5K reviews

      Intermediate · Specialization · 1 - 3 Months

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…111213…296

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

    • Reading Financial Statements: Corporate Finance Institute
    • Financial Accounting: Advanced Topics: University of Illinois Urbana-Champaign
    • Discounted Cash Flow Modeling: Coursera Project Network
    • IBM Back-end JavaScript Developer: IBM
    • Microsoft Business Analyst: Microsoft
    • Foundations of Strategy: IE Business School
    • Accounting 1: University of Lausanne
    • IBM Front-End Developer: IBM
    • IBM iOS and Android Mobile App Developer: IBM
    • Generative AI for Project Managers: 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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