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    • Financial Planning

    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: New
      New
      Status: Free Trial
      Free Trial
      P

      Packt

      Modern JavaScript Tooling, Modules, and Backend Integration

      Skills you'll gain: Jest (JavaScript Testing Framework), Node.JS, Full-Stack Web Development, Webpack, Application Deployment, Web Development Tools, Unit Testing, Back-End Web Development, Restful API, Application Development, Web Development, MongoDB, Javascript, Front-End Web Development, Data Structures

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Minnesota

      Recruiting, Hiring, and Onboarding Employees

      Skills you'll gain: Workforce Planning, Employee Onboarding, Recruitment, Recruitment Strategies, Talent Acquisition, Job Analysis, Human Resources, Human Resource Strategy, Workforce Management, Employee Engagement, Talent Sourcing, Interviewing Skills

      4.7
      Rating, 4.7 out of 5 stars
      ·
      4.6K reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      C

      Case Western Reserve University

      Inspired Leadership

      Skills you'll gain: Employee Coaching, Coaching, Negotiation, Emotional Intelligence, Empathy, Leadership Development, Compassion, Leadership, Organizational Change, Organizational Development, Organizational Leadership, Empowerment, Culture Transformation, Strategic Leadership, People Development, Active Listening, Personal Development, Drive Engagement, Professional Development, Leadership and Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.6K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Everyday Excel, Part 1

      Skills you'll gain: Data Import/Export, Microsoft Excel, Data Visualization, Data Management, Excel Macros, Excel Formulas, Data Validation, Microsoft Word, Microsoft PowerPoint

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3.5K reviews

      Beginner · Course · 1 - 3 Months

    • U

      University of Pennsylvania

      Gamification

      Skills you'll gain: Game Design, Solution Design, Design Thinking, Human Centered Design, Drive Engagement, Industrial and Organizational Psychology, Employee Engagement, Organizational Development, Behavioral Economics, Emerging Technologies, Risk Analysis, Customer Engagement, Psychology

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.4K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      D

      Duke University

      Business Metrics for Data-Driven Companies

      Skills you'll gain: Business Analytics, Business Metrics, Analytics, Business Process Improvement, Business Intelligence, Tableau Software, Data Analysis, Big Data, Key Performance Indicators (KPIs), Spreadsheet Software, Web Analytics, Data-Driven Decision-Making, Business Strategy, Digital Transformation, E-Commerce, Financial Services, SQL

      4.6
      Rating, 4.6 out of 5 stars
      ·
      8.4K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      T

      The Museum of Modern Art

      Teaching with Art: Using Inquiry, Activities, and Themes

      Skills you'll gain: Design Thinking, Art History, Liberal Arts, Lesson Planning, Literacy, Creative Thinking, Aesthetics, Learning Styles, Creativity, Teaching, Social Studies, Learning Strategies, Empathy, Critical Thinking, Emotional Intelligence, Instructional Strategies, Student Engagement, Self-Awareness, Curriculum Planning, Curriculum Development

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      T

      Tecnológico de Monterrey

      Administración de Proyectos: Principios Básicos

      Skills you'll gain: Project Schedules, Project Scoping, Stakeholder Management, Work Breakdown Structure, Risk Analysis, Stakeholder Engagement, Project Risk Management, Risk Management, Cost Management, Project Management, Change Control, Project Controls, Communication Planning, Project Performance, Project Management Life Cycle, Project Planning, Project Documentation, Earned Value Management, Budget Management, Risk Mitigation

      4.7
      Rating, 4.7 out of 5 stars
      ·
      5.9K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IESE Business School

      Claves de la Dirección de Empresas

      Skills you'll gain: Strategic Marketing, Financial Statement Analysis, Income Statement, Financial Statements, People Management, Balance Sheet, Financial Data, Financial Accounting, Product Marketing, Leadership Development, Marketing, Accrual Accounting, Marketing Strategy and Techniques, Working Capital, General Accounting, Financial Analysis, Team Management, Organizational Leadership, Business, Strategic Decision-Making

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.4K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Davis

      Coaching Skills for Managers

      Skills you'll gain: Key Performance Indicators (KPIs), Employee Coaching, Coaching, Gap Analysis, Management Training And Development, Performance Management, Performance Analysis, Expectation Management, Employee Performance Management, People Management, Leadership and Management, Performance Improvement, Accountability, Personal Development, Leadership Development, Meeting Facilitation, Constructive Feedback, Professional Development, Leadership, Employee Engagement

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.9K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Django for Everybody

      Skills you'll gain: Application Deployment, Django (Web Framework), Object-Relational Mapping, HTML and CSS, Model View Controller, jQuery, Ajax, JSON, Database Design, SQL, Application Frameworks, Databases, Application Development, Javascript, Object Oriented Programming (OOP), Web Development, Data Modeling, Application Security, Web Applications, Web Servers

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.5K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Geneva

      Planning your Client's Wealth over a 5-year Horizon

      Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Analysis, Behavioral Economics, Risk Management, Market Trend, Risk Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      407 reviews

      Mixed · Course · 1 - 4 Weeks

    Financial Planning learners also search

    Financial Planning And Analysis
    Financial Management
    Financial Analysis
    Financial Engineering
    Financial Modeling
    Financial Accounting
    Financial Trading
    Finance
    1…363738…299

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

    • Modern JavaScript Tooling, Modules, and Backend Integration: Packt
    • Recruiting, Hiring, and Onboarding Employees: University of Minnesota
    • Inspired Leadership: Case Western Reserve University
    • Everyday Excel, Part 1: University of Colorado Boulder
    • Gamification: University of Pennsylvania
    • Business Metrics for Data-Driven Companies: Duke University
    • Teaching with Art: Using Inquiry, Activities, and Themes: The Museum of Modern Art
    • Administración de Proyectos: Principios Básicos: Tecnológico de Monterrey
    • Claves de la Dirección de Empresas: IESE Business School
    • Coaching Skills for Managers: University of California, Davis

    Frequently Asked Questions about Financial Planning

    Financial planning courses cover a variety of topics essential for managing personal and professional finances effectively. These include the basics of financial principles, budgeting, and retirement planning. Learners will explore topics such as investment strategies, tax planning, and risk management. Advanced courses might cover areas like estate planning, financial analysis, and advanced investment vehicles. Practical exercises and case studies help learners apply these concepts to real-world financial scenarios, enhancing their ability to create comprehensive financial plans.‎

    Choosing the right financial planning course depends on your current skill level and career aspirations. Beginners should look for courses that cover the basics of financial principles, budgeting, and introductory investment strategies. Those with some experience might benefit from intermediate courses focusing on tax planning, retirement strategies, and risk management. Advanced learners or professionals seeking specialized knowledge might consider courses on estate planning, financial analysis, or preparing for certifications like Certified Financial Planner (CFP). Reviewing course content, instructor expertise, and learner feedback can help ensure the course aligns with your goals.‎

    A certificate in financial planning can open up various career opportunities in finance, investment, and advisory roles. Common roles include financial planner, investment advisor, tax consultant, and estate planner. These positions involve creating and managing financial plans, advising clients on investment strategies, planning for taxes, and managing financial risks. With the growing need for financial literacy and personalized financial advice, earning a certificate in financial planning can significantly enhance your career prospects and opportunities for advancement in fields such as financial advisory firms, banks, wealth management companies, and independent financial consulting.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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