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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

      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, Financial Market, Competitive Analysis, Analysis, Financial Regulation, Business Strategy, Business Analysis, Market Dynamics, Business Strategies, Emerging Technologies

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

      Beginner · Specialization · 3 - 6 Months

    • U

      University of Illinois Urbana-Champaign

      Business Value and Project Management

      Skills you'll gain: Organizational Change, Revenue Recognition, Organizational Structure, Governance, Financial Statements, Agile Methodology, Organizational Strategy, Waterfall Methodology, Organizational Leadership, Accrual Accounting, Project Closure, Business Management, Organizational Effectiveness, Business Ethics, Cash Flows, Change Management, Financial Accounting, Project Implementation, Project Planning, Bookkeeping

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      7.5K 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

    • I

      Intuit

      Intuit Academy Bookkeeping

      Skills you'll gain: Reconciliation, Financial Statements, Financial Statement Analysis, Inventory Accounting, Payroll, Bookkeeping, QuickBooks (Accounting Software), Payroll Administration, Inventory Control, Payroll Processing, Income Statement, Balance Sheet, Depreciation, Fixed Asset, Payroll Tax, Property Accounting, Financial Analysis, Sales Tax, Ledgers (Accounting), Accounting

      4.6
      Rating, 4.6 out of 5 stars
      ·
      7.3K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • U

      University of Geneva

      Understanding Financial Markets

      Skills you'll gain: Financial Market, Capital Markets, Portfolio Management, Investments, Market Dynamics, Equities, Financial Policy, Economics, Banking, Asset Management, Risk Management, Financial Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      5.8K reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Virginia

      Fundamentals of Project Planning and Management

      Skills you'll gain: Project Planning, Earned Value Management, Stakeholder Management, Risk Management, Project Management, Project Scoping, Milestones (Project Management), Project Schedules, Dependency Analysis, Agile Methodology, Kanban Principles

      4.7
      Rating, 4.7 out of 5 stars
      ·
      10K reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of Pennsylvania

      More Introduction to Financial Accounting

      Skills you'll gain: Financial Statements, Financial Statement Analysis, Working Capital, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Financial Reporting, Accounting, Tax Planning, Inventory Accounting, Accounts Receivable, Income Tax, Tax, Equities, Cash Flows, Fixed Asset, Depreciation

      4.8
      Rating, 4.8 out of 5 stars
      ·
      543 reviews

      Mixed · Course · 1 - 3 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

    • G

      Google

      Project Planning: Putting It All Together

      Skills you'll gain: Project Management, Project Planning, Communication Planning, Project Documentation, Milestones (Project Management), Project Schedules, Risk Management, Cost Management, Budgeting, Estimation, Timelines, Procurement

      4.8
      Rating, 4.8 out of 5 stars
      ·
      14K reviews

      Beginner · Course · 1 - 3 Months

    • I

      IBM

      IBM IT Scrum Master

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

      4.8
      Rating, 4.8 out of 5 stars
      ·
      9.3K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • U

      University of California, Irvine

      Finance for Non-Financial Professionals

      Skills you'll gain: Cash Management, Financial Analysis, Financial Statements, Budgeting, Accounting, Cash Flow Forecasting, Business Valuation, Financial Accounting, Finance, Financial Management, Balance Sheet

      4.6
      Rating, 4.6 out of 5 stars
      ·
      4.5K reviews

      Mixed · Course · 1 - 4 Weeks

    • 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

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…678…295

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

    • Digital Transformation in Financial Services: Copenhagen Business School
    • Business Value and Project Management: University of Illinois Urbana-Champaign
    • Investment Management: University of Geneva
    • Intuit Academy Bookkeeping: Intuit
    • Understanding Financial Markets: University of Geneva
    • Fundamentals of Project Planning and Management: University of Virginia
    • More Introduction to Financial Accounting: University of Pennsylvania
    • Initiating and Planning Projects: University of California, Irvine
    • Project Planning: Putting It All Together: Google
    • IBM IT Scrum Master: 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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