25 Best Financial Planning Courses Online

Financial Planning Principles

Offered by Corporate Finance Institute

Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to pl...

Financial Planning

Offered by Indian School of Business

This course aims to furnish learners with the essential knowledge necessary for comprehending financial statements, financial markets, economic dynamics, and the construction of investment portfolios. The programme's fir...

US CMA - Financial Planning, Performance and Analytics

In this fast-paced world it’s imperative to use latest technology in the field of education for the betterment of the students. Navkar Institute has been coaching students from across the country in their classroom study...

2025 CMA P1 Financial Planning Performance & Analytics Test

Welcome to the ultimate preparatory course for the 2025 CMA Part1 Financial Planning Performance & Analytics Test.Are you aspiring to become a Certified Management Accountant (CMA) and looking to ace the CMA Part 1 e...

Introduction to Financial Planning - CFP Certification

This module would serve as an Introduction to Financial Planning. The module wouldcover in detail the Financial Planner Competency Profile, the six step process whichincludes Financial Planning process, client interactio...

2026 CMA Part1 Financial Planning, Performance, Analytics

Advance your career in management accounting with our comprehensive test bank designed for the CMA Part 1 exam. This course provides you with the essential tools, insights, and practice you need to master financial plann...

Mutual Fund Investing & Financial Planning (Free Custom GPT)

This course on mutual fund investing and financial planning aims to give you a solid grasp of essential financial concepts and strategies. You'll learn how to navigate the world of financial planning and develop a clear...

Financial Planning and Investment Strategies

Offered by EDUCBA

Master the fundamentals of financial planning, smart investing, and wealth management. Learn how to build financial security through effective savings, diversification, asset allocation, and tax-efficient investment stra...

Budgetary Control and Financial Planning

Offered by EDUCBA

Learn how to analyze budgets, apply budgetary control techniques, and improve financial planning using practical business-focused financial management methods. This course provides hands-on skills in budgeting, variance...

Physical Asset Investment and Financial Planning

Offered by EDUCBA

Learn how to analyze physical asset investments, apply financial planning strategies, and build diversified portfolios for long-term wealth creation and financial security. This course provides practical skills in risk m...

Financial Planning & Analysis and Performance Management

Offered by John Wiley & Sons

This Specialization covers essential financial planning, performance management, and strategic decision-making. Learners will develop skills in financial analysis, budgeting, forecasting, and capital management, equippin...

Financial Planning Case Studies and Solutions

Offered by EDUCBA

Learn how to analyze real client financial situations, build goal-based financial plans, and make informed investment and wealth management recommendations. Develop practical financial planning skills through realistic c...

Financial Planning and Wealth Management

Offered by EDUCBA

Build practical financial planning, investment, insurance, retirement, and tax planning skills for real-world wealth management. Learn how to create smarter financial plans, evaluate investments, manage risk, and make co...

Personal & Family Financial Planning

Offered by University of Florida

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.

Personal Financial Planning

Offered by Pearson

This Specialization prepares learners to build a comprehensive personal financial plan using goal setting, financial analysis, tax planning, debt management, investment strategies, risk protection, retirement planning, a...

Introduction to Personal Financial Planning

Offered by Kelley Executive Education Programs

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.

Wealth Management

Offered by Corporate Finance Institute

This specialization provides early-career professionals and aspiring financial advisors with a practical foundation in financial planning and wealth management. Across six courses, learners explore key topics including f...

Budgeting & Driver-Based Planning

Offered by IBM

By the end of this course, you'll be able to design, document, and defend a credible, business-aligned budget — one that earns sign-off from leadership and genuine buy-in from the departments that have to deliver it. Mos...

Mastering Money: Risk, Wealth, and Our Economy

Offered by University of Illinois Urbana-Champaign

This specialization empowers learners to understand and apply core financial concepts across economics, insurance, and investing. Starting with foundational microeconomic principles, learners will explore how individual...

Everyday Tax Concepts: US Individual, Corporate & Estate Tax

Offered by Minnesota State University, Mankato

This 3-course Specialization provides a foundational understanding of United States (US) federal taxation across its three core areas: individual income, estate and gift, and corporate taxation. Students progress from in...

Forming, Funding, and Launching a Technology Startup Company

Offered by University of Colorado Boulder

This course starts with a close look at entrepreneurial finance, revenue models, and sources of startup funding. Learners will build a revenue model, create a Financial Plan for a new startup idea, and prepare an investo...

Protect and Grow Your Freelancing Business

Offered by California Institute of the Arts

The fourth course in the Building Your Freelancing Career specialization includes an overview of laws surrounding freelance work and how to navigate them, how to prepare for taxes, intellectual property considerations, a...

Artificial Intelligence in Finance and Wealth Management

Offered by University of Illinois Urbana-Champaign

This 3-course specialization offers a comprehensive exploration of Artificial Intelligence (AI) and Machine Learning in financial planning and wealth management. Course one, "Machine Learning and Human Learning," examine...

RiskWise.

Offered by University of Illinois Urbana-Champaign

This specialization introduces learners to insurance as a core financial planning tool for managing risk and protecting health and wealth. Across four courses, you’ll explore how life, health, property, liability, and an...

Healthcare Financial Management Fundamentals

Offered by Northeastern University

This course is the continuation of "Intro to Finance in Healthcare." If you have not yet taken the introductory course, it is recommended that you complete that course prior to this course. The foundational knowledge is...