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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 Illinois Urbana-Champaign

    Financial Management

    Skills you'll gain: Revenue Recognition, Mergers & Acquisitions, Working Capital, Peer Review, Credit Risk, Cash Management, Financial Analysis, Accrual Accounting, Financial Statements, Investments, Corporate Finance, Business Valuation, Financial Statement Analysis, Cash Flows, Financial Accounting, Accounting, Financial Management, Investment Management, Finance, Risk Management

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Data & Finance for the future

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Business Analytics, Regression Analysis, Business Valuation, Descriptive Statistics, Data Analysis, Data-Driven Decision-Making, Statistical Inference, Financial Accounting, Cash Flows, Balance Sheet, Income Statement, Working Capital, Competitive Analysis, International Finance, Business Economics, Economics, Market Dynamics, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    474 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Finance and Wealth Management

    Skills you'll gain: Data Ethics, Responsible AI, Wealth Management, Supervised Learning, Machine Learning, Financial Services, Applied Machine Learning, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Learning Management Systems, Artificial Intelligence, FinTech, Data Mining, Regulatory Compliance, Financial Planning, Relationship Building, Risk Modeling, Legal Risk, Mobile Development, Human Computer Interaction

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Financial Services, Investment Management, Environmental Regulations, Financial Market, Investments, Sustainability Reporting, Sustainability Standards, Market Trend, Portfolio Management, Market Analysis, Business Ethics, Regulatory Compliance, Data Collection, Due Diligence, Big Data, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    124 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
    ·
    224 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Risk Management and Financial Theory

    Skills you'll gain: Risk Management, Business Risk Management, Credit Risk, Risk Mitigation, Stakeholder Communications, Operational Risk, Proposal Development, Risk Analysis, Business Strategies, Financial Analysis, Financial Modeling, Organizational Strategy, Strategic Thinking, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    32 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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
    ·
    116 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, General Finance, Portfolio Management, Business Valuation, Corporate Finance, Capital Budgeting, Securities (Finance), Mortgage Loans, Risk Analysis, Financial Forecasting, Financial Market, Equities, Investments, Microsoft Excel

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

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Financial Data, Generative AI, Market Intelligence, Data-Driven Decision-Making, Strategic Planning, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    4.3
    Rating, 4.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    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

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Impact

    Skills you'll gain: Financial Acumen, Financial Analysis, Operational Efficiency, Business Acumen, Business, Finance, Business Strategies, Business Metrics, Financial Management, Business Strategy, Strategic Decision-Making, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    49 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investment Banking: Financial Analysis and Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Investment Banking, Financial Forecasting, Business Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Income Statement, Balance Sheet, Corporate Finance, Forecasting, Cash Flows, Benchmarking

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    ·
    203 reviews

    Intermediate · Course · 1 - 3 Months

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1…456…366

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

  • Financial Management: University of Illinois Urbana-Champaign
  • Data & Finance for the future: Fundação Instituto de Administração
  • Artificial Intelligence in Finance and Wealth Management: University of Illinois Urbana-Champaign
  • ESG Investing: Financial Decisions in Flux: Interactive Brokers
  • Introduction to Personal Finance: SoFi
  • Risk Management and Financial Theory: Duke University
  • Fundamentals of Investing: SoFi
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • GenAI for Financial Forecasting and Planning: Coursera
  • Financial Accounting: Advanced Topics: University of Illinois Urbana-Champaign

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