Financial Planning Courses and Certifications

Widgets Inc. – Adjusting a Business Owner’s Net Worth

3 ratings at Corporate Finance Institute

Step into the shoes of a commercial credit professional to practice understanding and adjusting a business owner’s self-declared personal financial position

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

Build Your Own Robo-Advisor

3 ratings at Corporate Finance Institute

Build your own robo-advisor model to suggest a wealth management portfolio based on various inputs

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

FP&A Professional Model Roll Forward & Analysis

4 ratings at Corporate Finance Institute

This course will help you learn how to analyze and roll forward an FP&A model on a monthly basis as actual figures become available

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

Budgeting Processes

4 ratings at Corporate Finance Institute

This interactive and applied budgeting course enables participants to: Adopt a disciplined approach to developing budgets Effectively use variance analysis to track performance Present results with charts and graphs

• Corporate Finance Institute
• 1 hour 44 minutes
• On-Demand
• Paid Course

AnalystPrep

Risk Management for Individuals: Insurance and Annuities in Personal Financial Planning - Part 2

1 review

Master essential insurance concepts and annuity types for personal financial planning, focusing on life insurance policies, risk management strategies, and comparative analysis of fixed and variable options.

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

A Match of Finances - Navigating the Stock Market and Financial Planning

Inspirational journey of a farmer's son turned stock market expert, sharing insights on financial education and empowerment to help millions navigate the complexities of investing and wealth creation.

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

Introduction to Personal Financial Planning

34 ratings at edX

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your financial goals.

• edX
• 4 weeks, 4-6 hours a week
• On-Demand
• Free Online Course (Audit)

EDUCBA

Financial Budgeting: Analyze & Apply Planning Tools

17 ratings at Coursera

Master capital budgeting tools and construct comprehensive budgets using NPV, IRR, and flexible frameworks for strategic financial decision-making in business environments.

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

End Your Financial Self-Sabotage

12 ratings at CreativeLive

End Your Financial Self-Sabotage with Tonya Rapley

• CreativeLive
• 1 hour 44 minutes
• On-Demand
• Paid Course

Money Management for Couples

11 ratings at CreativeLive

Learn effective financial management as a couple, improving communication, addressing beliefs, and creating a system for financial health that plays to both partners' strengths.

• CreativeLive
• 15 hours 24 minutes
• On-Demand
• Paid Course

Launch a Successful Crowdfunding Campaign

13 ratings at CreativeLive

Launch a Successful Crowdfunding Campaign with Christopher Hawker

• CreativeLive
• 5 hours 32 minutes
• On-Demand
• Paid Course

Diversifying Your Product Line

10 ratings at CreativeLive

Learn to expand your fashion business by developing new product lines, from market research and concept creation to sourcing materials and managing production timelines.

• CreativeLive
• 8 hours 50 minutes
• On-Demand
• Paid Course

Coursera

Program Financial Planning with ClickUp

12 ratings at Coursera

Learn to create program finance management artifacts for planning phase using ClickUp. Develop skills in logical diagramming, component identification, and structural modeling for effective program management.

• Coursera
• 1 hour 45 minutes
• On-Demand
• Paid Course

Turn Your Talent Into a Business in 12 Steps

6 ratings at CreativeLive

Turn Your Talent Into a Business in 12 Steps with Beate Chelette

• CreativeLive
• 15 hours
• On-Demand
• Paid Course

Fundamentals of Financial Management

Master essential business finance principles to assess financial needs, make strategic decisions, and implement effective budgeting and forecasting techniques for organizational success.

• GetSmarter
• 8 weeks, 7 hours a week
• 16th Mar, 2026
• Paid Course