Financial Planning Courses
Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.
Popular Financial Planning Courses and Certifications
Corporate Finance Institute
Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Investment Management, Compensation Management, Risk Management Framework, Asset Management, Market Intelligence, Client Services
University of Illinois Urbana-Champaign
Skills you'll gain: Financial Planning, Investments, Budgeting, Risk Management, Goal Setting, Cash Management, Loans, Wealth Management, Portfolio Risk, General Finance, Investment Management, Consumer Lending, Smart Goals, General Lending, Insurance, Financial Services, Financial Management, Credit Risk
Skills you'll gain: Financial Forecasting, Financial Data, Variance Analysis, Financial Analysis, Budgeting, Financial Modeling, Cost Management, Forecasting, Cost Control, Supervised Learning, Financial Planning, Predictive Modeling, Risk Modeling, Decision Intelligence, Risk Analysis, Credit Risk, Model Evaluation, Performance Analysis, Performance Stress Testing, Data Pipelines
Indian School of Business
Skills you'll gain: Financial Planning, Tax Planning, Wealth Management, Income Tax, Insurance, General Finance, Financial Management, Investments, Financial Market, Loans, Budgeting, Risk Management, Goal Setting
University of Arizona
University of Florida
Skills you'll gain: Financial Planning, Risk Management, Tax Management, Financial Statements, Investments, Cash Management, Insurance, Income Tax, Financial Management, Credit Risk, Budgeting, Portfolio Management
What brings you to Coursera today?
Skills you'll gain: Cash Flow Forecasting, Financial Forecasting, Cash Flows, Financial Analysis, Business Planning, Financial Statements, Entrepreneurship, Financial Planning, Financial Management, Business Strategy, Strategic Decision-Making, Strategic Planning
University of Pennsylvania
Skills you'll gain: Risk Modeling, Risk Management, Cash Flow Forecasting, Business Modeling, Mathematical Modeling, Data-Driven Decision-Making, Statistical Modeling, Portfolio Management, Forecasting, Regression Analysis, Financial Modeling, Risk Analysis, Data Modeling, Data Presentation, Quantitative Research, Presentations, Financial Forecasting, Spreadsheet Software, Predictive Modeling, Microsoft Excel
University of Illinois Urbana-Champaign
Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Forecasting, Budget Management, Financial Accounting, Variance Analysis, Financial Analysis, Income Statement, Balance Sheet, Performance Measurement, Management Accounting, Return On Investment, Revenue Forecasting, Profit and Loss (P&L) Management, Cost Management, Financial Data, Budgeting, Finance, Accounting, Financial Acumen
Skills you'll gain: Estate Planning, Insurance, Goal Setting, Cash Flows, Investments, Budgeting, Smart Goals, Tax, Portfolio Risk, Cash Management, Mortgage Loans, Budget Management, Return On Investment, Financial Planning, Loans, Risk Analysis, Asset Protection, Consumer Lending, Credit Risk, Finance
University of Illinois Urbana-Champaign
Skills you'll gain: Responsible AI, Data Ethics, Rapport Building, AI Enablement, Artificial Intelligence, Relationship Building, FinTech, Financial Planning, AI Integrations, Technology Strategies, Business Ethics, Compensation Strategy, Ethical Standards And Conduct, Generative AI, Compensation Management, Customer experience improvement
London Business School
Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Statements, Balance Sheet, Financial Reporting, Income Statement, Return On Investment, Accounting, Investments, Cash Flows
In summary, here are 10 of our most popular financial planning courses
- Introduction to Financial Planning and Wealth Management:Â Corporate Finance Institute
- Financial Planning for Young Adults:Â University of Illinois Urbana-Champaign
- AI-Driven Financial Planning, Forecasting, and Automation:Â Coursera
- Financial Planning:Â Indian School of Business
- Healthcare Accounting: Financial Planning & Capital Budgets:Â University of Arizona
- Personal & Family Financial Planning:Â University of Florida
- Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women:Â Goldman Sachs
- Business and Financial Modeling:Â University of Pennsylvania
- Financial Analysis - Skills for Success:Â University of Illinois Urbana-Champaign
- The Fundamentals of Personal Finance:Â SoFi
