Financial Planning Courses and Certifications

Financial Planning Principles

52 ratings at Corporate Finance Institute

This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes his or her clients through

• Corporate Finance Institute
• 1 hour 49 minutes
• Self-Paced
• Paid Course

Artificial Intelligence in Financial Planning

13 ratings at Coursera

Explore how AI and fintech reshape financial planning: compensation models, adopting AI tools for client experience, generative AI as thought partner, and ethical bias concerns.

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

Financial Planning

138 ratings at Coursera

Learn to plan personal finances: manage loans and credit cards, chart a roadmap to financial independence, compare investment vehicles, and choose life and health insurance and tax regimes.

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

Corporate Finance Institute

Financial Planning Principles

40 ratings at Coursera

Learn the holistic lifecycle of a client's financial needs: what a financial plan is and why it matters, establishing the working relationship, and running the planning process.

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

EDUCBA Career Certificate

Financial Planning and Wealth Management

28 ratings at Coursera

Build financial plans across investments, insurance, retirement and tax: budget, evaluate mutual funds, estimate retirement corpus, and run spreadsheet calculations for present value, loan payments and amortization.

• Coursera
• 8 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 6 courses

EDUCBA

Financial Planning and Investment Strategies

Build a personal financial plan: apply time value of money, goal setting, diversification and asset allocation, and weigh mutual funds, bonds, REITs and tax-saving tools like FSAs.

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

EDUCBA

Financial Planning and Risk Management Essentials

Build financial plans, value physical assets and fixed deposits, compare insurance providers and ULIPs, and hedge portfolios with currency forwards and options strategies.

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

EDUCBA

Financial Planning Case Studies and Solutions

Work through the Roger and Urvashi client cases to build goal-based financial plans: assess assets and liabilities, inflation and time horizons, diversification, and retirement corpus needs.

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

EDUCBA

Physical Asset Investment and Financial Planning

Plan and monitor personal finances: set financial goals, manage risk with insurance and retirement planning, and invest in gold, jewellery and real estate portfolios.

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

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

State Bank of India

Comfort through Financial Planning

The course will answer biggest question – Why everyone should have a Financial Planning? The course will explain importance and need of a financial planning. With the help of the course, learner can g

• edX
• 4 weeks, 8-10 hours a week
• Self-Paced
• Free Online Course (Audit)

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

21 ratings

Build and interpret a Cash Flow Forecast for your business: analyze your cash flow cycle, predict financial challenges, and evaluate growth opportunities with confidence.

• Coursera
• 3 hours 3 minutes
• Self-Paced
• Free Online 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
• Self-Paced
• Paid Course

Financial Planning

1 rating

Explains how life insurance, college savings, crypto, budgeting, portfolio fees, and health savings accounts fit into financial planning.

• YouTube
• 2 hours 30 minutes
• Self-Paced
• Free Video