Financial Planning Courses and Certifications

Personal & Family Financial Planning

16 ratings

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
• Self-Paced
• Paid Course

Financial Planning for Young Adults

7 ratings

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
• Self-Paced
• Paid Course

Texas Tech University

Financial Planning Concepts

12 ratings

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
• Self-Paced
• Free Video

Financial Planning

78 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
• Self-Paced
• Paid Course

Coursera

Improving Financial Planning with Oracle EPM

13 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
• Self-Paced
• Paid Course

Virtual Wise Finances Workshop – Financial Planning (Live Online)

5 ratings at CourseHorse

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

• CourseHorse
• 2 hours
• Self-Paced
• $100.00

University of Arizona

Healthcare Accounting: Financial Planning & Capital Budgets

Master healthcare financial planning, from operational budgets and variance analysis to capital budgeting, NPV, and IRR, to support strategic decisions in healthcare organizations.

• Coursera
• 14 hours
• Self-Paced
• Paid Course

Corporate Finance Institute

Financial Planning Principles

Master the foundational concepts of financial planning, from client relationships to lifecycle needs, and gain the skills to navigate wealth management with confidence.

• Coursera
• 3 hours 29 minutes
• Self-Paced
• Paid Course

EDUCBA Career Certificate

Financial Planning and Wealth Management

Master financial planning, investment analysis, insurance, retirement, and tax strategies to build wealth and make confident long-term money decisions through practical case studies.

• Coursera
• Self-Paced
• Paid Course
• 6 courses

Career Certificate

Financial Planning & Analysis and Performance Management

Master financial planning, performance management, and strategic decision-making through budgeting, forecasting, capital management, and business valuation to optimize financial performance.

• Coursera
• Self-Paced
• Paid Course
• 3 courses

Advanced Financial Planning for Forecasting and Valuation

Master advanced financial planning skills, including forecasting, capital management, and business valuation, using real-world case studies to optimize performance and drive business growth.

• Coursera
• 10 weeks, 1 hour a week
• Self-Paced
• Paid Course

EDUCBA

Physical Asset Investment and Financial Planning

Master financial planning by analyzing physical asset investments, managing risks, and building diversified portfolios for long-term wealth creation and retirement security.

• Coursera
• 3 weeks, 2 hours a week
• Self-Paced
• Paid Course

EDUCBA

Financial Planning and Risk Management Essentials

Master financial planning, asset valuation, insurance analysis, and derivatives trading to build wealth, manage risk, and make informed investment decisions.

• Coursera
• 8 weeks, 2 hours a week
• Self-Paced
• Paid Course

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

19 ratings

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
• Self-Paced
• Paid Course

Columbus College of Art & Design

Financial Planning for Creative Careers

3 ratings

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
• Self-Paced
• Free Online Course