Financial Planning Courses and Certifications

Microcredential

Financial Planning & Wealth Management Professional (FPWMP®) Certification

24968 ratings at Corporate Finance Institute

Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary

• Corporate Finance Institute
• On-Demand
• Paid Course

Personal & Family Financial Planning

16 reviews

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

• Coursera
• 15 hours 6 minutes
• On-Demand
• Paid Course

Financial Planning for Young Adults

7 reviews

Learn essential financial planning concepts for young adults, including goal-setting, budgeting, saving, investing, and risk management. Develop practical skills to make informed financial decisions and secure your future.

• Coursera
• 19 hours 46 minutes
• On-Demand
• Paid Course

Introduction to Financial Planning and Wealth Management: Industry and Careers

96 ratings at Corporate Finance Institute

This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers

• Corporate Finance Institute
• 1 hour 24 minutes
• On-Demand
• Paid Course

Texas Tech University

Financial Planning Concepts

12 reviews

Learn Financial Planning Concepts such as financial statements, cash-flow statements, balance sheet, ratio analysis, vertical and horizontal analysis and expenses in this quick lecture series

• YouTube
• 30 minutes
• On-Demand
• Free Video

Financial Planning

57 ratings at Coursera

Learn essential financial planning concepts, from understanding statements to building investment portfolios. Gain insights on financial independence, income sources, investments, insurance, and tax planning for confident financial management.

• Coursera
• 22 hours 22 minutes
• On-Demand
• Paid Course

Build Your Own Financial Planning Spreadsheet

62 ratings at Udemy

Take control of your financial future by understanding the risks and rewards of your savings and investments!

• Udemy
• 2 hours 35 minutes
• On-Demand
• Free Online Course

Coursera

Improving Financial Planning with Oracle EPM

10 ratings at Coursera

Streamline financial planning and analysis with Oracle EPM. Master key features for efficient budgeting, forecasting, and data management. Enhance decision-making and optimize financial processes in your organization.

• Coursera
• 1 hour 42 minutes
• On-Demand
• Paid Course

Virtual Wise Finances Workshop – Financial Planning (Live Online)

5 ratings at CourseHorse

Take control of your financial future with a workshop that blends practical planning strategies with mindful money management.

• CourseHorse
• 2 hours
• On-Demand
• $100.00

Fundamentals of Financial Planning, with Goldman Sachs 10,000 Women

19 reviews

Learn to assess business opportunities, analyze cash flow, and create financial forecasts to make strategic decisions for your growing business. Develop skills to predict and address future financial challenges.

• Coursera
• 3 hours 3 minutes
• On-Demand
• Paid Course

Columbus College of Art & Design

Financial Planning for Creative Careers

3 reviews

This course provides an overview of strategic planning for a creative career, with particular emphasis on budgeting tools, insights, and analysis within creative careers and building diverse sources of income.

• Kadenze
• 50 hours
• On-Demand
• Free Online Course

Discover how AI accelerates FP&A tasks while maintaining compliance, audit trails, and quality control for forecasts, scenarios, and business narratives.

• Codecademy
• 1 hour
• On-Demand
• Free Trial Available

Mastering Client Discovery

3 ratings at Corporate Finance Institute

Discover effective client discovery techniques for financial advisors, focusing on essential skills, meeting outcomes, and the client-advisor journey.

• Corporate Finance Institute
• 52 minutes
• On-Demand
• Paid Course

Developing a High Impact Financial Plan

4 ratings at Corporate Finance Institute

Enhance your career in the financial planning and wealth management industry by learning how to develop a high impact financial plan

• Corporate Finance Institute
• 1 hour 35 minutes
• On-Demand
• Paid Course