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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
      U

      University of Pennsylvania

      The Materiality of ESG Factors

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Management, Business Risk Management, Stakeholder Management, Corporate Sustainability, Governance, Portfolio Management, Diversity and Inclusion, Corporate Strategy, Waste Minimization, Environmental Issue, Investments, Business Ethics, Investment Management, Crisis Management, Insurance, Return On Investment, Environmental Resource Management, Financial Analysis, Product Lifecycle Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.3K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Innovation: From Creativity to Entrepreneurship

      Skills you'll gain: Strategic Decision-Making, Innovation, Creativity, Team Management, Creative Thinking, Value Propositions, Entrepreneurship, Creative Problem-Solving, Technology Strategies, Ideation, Presentations, Business Modeling, Go To Market Strategy, Business Planning, Collaboration, New Business Development, Open Mindset, New Product Development, Market Opportunities, Organizational Strategy

      Build toward a degree

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.6K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      Institute for the Future

      Futures Thinking

      Skills you'll gain: Forecasting, Visionary, Proactivity, Innovation, Strategic Thinking, Creative Thinking, Action Oriented, Simulations, Optimism, Planning, Community Organizing, Systems Thinking, Virtual Reality, Trend Analysis, Empathy, Market Trend, Game Theory, Cognitive flexibility, Storytelling, Personal Development

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.8K reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      Universitat Autònoma de Barcelona

      Cómo hablar bien en público

      Skills you'll gain: Public Speaking, Non-Verbal Communication, Verbal Communication Skills, Persuasive Communication, Communication, Critical Thinking, Communication Strategies, Time Management, Assertiveness, Planning, Goal Setting, Adaptability

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.6K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Minnesota

      Agile Software Development

      Skills you'll gain: User Story, Agile Software Development, Agile Methodology, Agile Project Management, Scrum (Software Development), Sprint Planning, Software Development Methodologies, Sprint Retrospectives, Backlogs, Continuous Integration, Test Driven Development (TDD)

      4.7
      Rating, 4.7 out of 5 stars
      ·
      7.4K reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Mergers and Acquisitions

      Skills you'll gain: Mergers & Acquisitions, Private Equity, Investment Banking, Financial Statement Analysis, Business Valuation, Financial Forecasting, Financial Analysis, Capital Markets, Financial Modeling, Corporate Accounting, Specialized Accounting, Price Negotiation, Financial Accounting, Corporate Tax, Accounting, Income Statement, Balance Sheet, Investments, Corporate Strategy, Financial Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      537 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Maryland, College Park

      Entrepreneurship: Launching an Innovative Business

      Skills you'll gain: Customer Analysis, Commercialization, Business Modeling, Strategic Decision-Making, Innovation, Entrepreneurship, Entrepreneurial Finance, Market Opportunities, Business Planning, New Product Development, Sales Pipelines, Sales Strategy, Ideation, Sales Presentation, Product Development, Team Building, Business Strategies, Design Thinking, Capital Markets, Finance

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.2K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      S

      SoFi

      Fundamentals of Investing

      Skills you'll gain: Investments, Return On Investment, Risk Analysis, Portfolio Management, Risk Management, Financial Planning, Equities, Asset Management, Tax, Financial Analysis, Tax Planning, Securities (Finance), Derivatives

      4.4
      Rating, 4.4 out of 5 stars
      ·
      107 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      K

      Kennesaw State University

      Six Sigma and the Organization (Advanced)

      Skills you'll gain: Quality Improvement, Lean Six Sigma, Lean Methodologies, Six Sigma Methodology, Process Improvement, Operational Excellence, Process Analysis, Business Process Management, Continuous Improvement Process, Project Management, Project Planning, Quality Control, Root Cause Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3.6K reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Microeconomics Principles

      Skills you'll gain: Supply And Demand, Economics, Market Dynamics, Behavioral Economics, Resource Allocation, Socioeconomics, Consumer Behaviour, Cost Benefit Analysis, Decision Making

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

      Beginner · Course · 1 - 4 Weeks

    • U

      Università Bocconi

      Financing and Investing in Infrastructure

      Skills you'll gain: Project Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Credit Risk, Risk Management, Investments, Loans, Contract Management, Banking

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.1K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Introduction to Agile Development and Scrum

      Skills you'll gain: Agile Software Development, Agile Methodology, Kanban Principles, Agile Project Management, User Story, Sprint Retrospectives, Sprint Planning, Workflow Management, Performance Metric, Team Oriented, Backlogs, Performance Measurement, Lean Methodologies, Continuous Improvement Process, Prioritization, Estimation

      4.9
      Rating, 4.9 out of 5 stars
      ·
      2.4K reviews

      Beginner · Course · 1 - 4 Weeks

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…262728…297

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

    • The Materiality of ESG Factors: University of Pennsylvania
    • Innovation: From Creativity to Entrepreneurship: University of Illinois Urbana-Champaign
    • Futures Thinking: Institute for the Future
    • Cómo hablar bien en público: Universitat Autònoma de Barcelona
    • Agile Software Development: University of Minnesota
    • Mergers and Acquisitions: University of Illinois Urbana-Champaign
    • Entrepreneurship: Launching an Innovative Business: University of Maryland, College Park
    • Fundamentals of Investing: SoFi
    • Six Sigma and the Organization (Advanced): Kennesaw State University
    • Microeconomics Principles: University of Illinois Urbana-Champaign

    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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