Best Financial Planning Courses

Find the best online Financial Planning Courses for you. The courses are sorted based on popularity and user ratings. We do not allow paid placements in any of our rankings. We also have a separate page listing only the Free Financial Planning Courses.

Introduction to Financial Modeling

Learn to build a simple integrated financial statement model.

Created by Peter Lynch - VP in Private Equity

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Students: 114840, Price: Free

Students: 114840, Price:  Free

This course will teach you how to use two years of historical income statement data and two years of historical balance sheet data to build a fully integrated financial statement model. It is designed for those new to financial models.

Section 1 will introduce the accounting equation and the three primary financial statements in the context of building a financial model. The content starts with the accounting equation, which is the single most important concept in accounting. The remaining three videos introduce the financial statements one at a time with a focus on the relationships that are important as you build financial models.

All of the material is provided via video-driven instruction with notes in pdf format to help follow along.

Section 2 will walk through integrating the three primary financial statements and creating a five-year projection. The first video provides a quick overview of the process. It is an easier process to grasp if thought of as a series of steps. It will also make it easier to measure progress as you work through the longer video. The video in Lecture 2 will walk you through the process of building the model cell by cell.

Because you are walking through the entire process of building a model, the video in Lecture 2 runs long: 35 minutes total. My advice would be to download the excel template attached to this lecture and build the model as the video progresses. Building the model yourself is the best way to fully understand the process.

In my opinion, if you want to build a strong financial modeling skill set, a thorough understanding of how an integrated financial statement model works is one of the most important things you can learn.

The last video in this section will explain circular references and how to fix broken models. It can be incredibly frustrating to finish a model and realize that it does not "balance." This video will help avoid that frustration.

I hope the content is useful to you! Please feel free to email me (peter@ASimpleModel.com) with any feedback.

Note: The longer video has some white noise in the background that I am having edited out. I hope to have a cleaner audio file up soon. Thanks for your patience!

Business Happens

A Practical Guide to Entrepreneurial Finance for Small Businesses & Professional Practices

Created by Mitchell D. Weiss - Financial services industry professional, professor, author

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Students: 17878, Price: Free

Students: 17878, Price:  Free

       The Business Happens Online Course—which Mitchell D. Weiss developed for undergraduate nonbusiness majors at the University of Hartford—delivers the practical knowledge you need for the venture you have up and running, or have in mind to launch. From writing a business plan to choosing the right legal structure, tracking financial performance to borrowing money, you’ll learn what it takes to create and competently manage a business the will stand the test of time. The 30 videos—which are grouped into 4 multi-part segments that can be viewed on your own schedule and at your own pace—compliment the Business Happens book on which the course is based.

  About your instructor: Mitchell D. Weiss is an experienced financial services industry executive and entrepreneur, adjunct faculty at the University of Hartford a former member of the board of the university’s Barney School of Business and co-founder of its Center for Personal Financial Responsibility. He also is adjunct faculty at Rutgers University's Mason Gross School of the Arts.

       In addition to Business Happens: A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices, he is also the author of Life Happens: A Practical Guide to Personal Finance from College to Career-2nd Edition and its companion course book, and College Happens: A Practical Handbook for Parents and Students

Life Happens: Personal Finance from College to Career

Free online course: 83 videos, 17 comprehensive problem-solving exercises. Digital text sold separately.

Created by Mitchell D. Weiss - Financial services industry professional, professor, author

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Students: 16795, Price: Free

Students: 16795, Price:  Free

      A nuts-and-bolts financial literacy course for students on both sides of college. 

      With more than 80 engaging videos in 17 information-packed segments, Personal Financial Management from College to Career delivers knowledge you can put to use today and later on in life. 

      Since 2009, Mitchell D. Weiss has been teaching his typically oversubscribed personal finance course at the University of Hartford. Now, Mitch is bringing both the course and its accompanying "un-college-textbook," Life Happens, to vivid life online. 

      You'll learn how to evaluate student loans, bank loans and competing credit card offers, approach buying a house or car, protect against ID theft, prepare for and choose between career opportunities, compare different insurance products, deal with financial adversity, and much more. Mitch's straightforward explanations and wide-ranging advice are easy to follow and implement. 

      The 17-section course can be taken from start to finish or sampled à la carte, if you prefer to focus on just what you need today. The e-text contains thought-provoking questions, real-life problems, and links to the same online tools Mitch uses on screen to solve those problems. The book also includes hundreds of additional links to even more educational resources and informative articles on this important subject.
 
  About your instructor:

       Mitchell D. Weiss is an experienced financial services industry executive and entrepreneur, adjunct faculty at the University of Hartford a former member of the board of the university’s Barney School of Business and co-founder of its Center for Personal Financial Responsibility. He also is adjunct faculty at Rutgers University's Mason Gross School of the Arts.

       In addition to Business Happens: A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices, he is also the author of Life Happens: A Practical Guide to Personal Finance from College to Career-2nd Edition and its companion course book, and College Happens: A Practical Handbook for Parents and Students

 
 

 
 
 

  Business Happens - A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices 

Implementing Your Financial Plan

Learn the importance of Financial Planning and the key steps involved in developing a financial plan.

Created by Ferris Wee - Financial Literacy Trainer

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Students: 15568, Price: Free

Students: 15568, Price:  Free

Implementing your Financial Plan involves developing a Savings Plan, Insurance Plan and Investment Plan. In this course, we will look more in detail at Insurance Planning and Investment planning in order to reach our financial goals.

Under insurance planning, Life and Health insurance are covered. This includes a comparison between difference insurance products.

Under investment planning, various concepts such as risk/return trade off, investment horizon, diversification and asset allocation are considered.

Assessing Your Financial Fitness

Identify your immediate and long term financial goals. Know what resources you have to meet and achieve your goals.

Created by Ferris Wee - Financial Literacy Trainer

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Students: 12419, Price: Free

Students: 12419, Price:  Free

This course covers the process of financial planning. Learn how to identify your immediate and long term financial goals. Know what resources you have to meet and achieve your goals.

Financial Planning is a process for you to take charge and manage your finances to ensure your financial well-being. It comprises of Managing cash-flow for your current needs and future goals, e.g. buying a home; Managing exposure to unforeseen circumstances by providing for your dependants’ basic needs; Managing resources to meet your financial goals, e.g. child education and retirement.

Just like a physical health medical test, a financial fitness assessment allows you to have a better understanding of your financial health. The following are common personal financial problems that can affect your financial fitness: Failing to plan ahead, or not planning at all; Not spending within your means; Spending on borrowed money, buying with consumer credit; Delayed savings for retirement; Falling prey to financial sales pitches; Not doing your homework; Making impulsive decisions; Exposing yourself to high financial risk.

In order to accurately access our financial situation, we need to find out the following: Net Cash Flow Position; Net Worth; Financial Ratios. The net cash flow position is the amount after the total outflows have been subtracted from the total inflows. The net cash flow statement gives you your net cash flow position, and can be used as a tool to find out if you are making good use of your income. Your net worth is a snapshot of your financial position at a specific point in time.

In the event of a total loss of income, you may have to use your liquid assets to cover your regular expenses. The Basic Liquidity ratio shows the number of months you can expect your liquid assets to sustain your monthly expenses. This is also known as your emergency savings. The Savings Ratio reveals how well you are building up your savings for your future consumption. The Non-Mortgage Debt Service Ratio compares the monthly payments to service all debt, excluding the mortgage, with a person’s monthly take home pay. This ratio simply provides insight into what amount of income is going towards non-mortgage debt. The Mortgage Servicing Ratio reveals the percentage of your monthly income that can be used to service your monthly property loan instalment.

This course continues from "Making Sense Of Your Money". Also, after going through this course, you can join the next module entitled "Implementing Your Financial Plan".

Financial Management for Beginner

Financial Tools, Valuation of Securities, Risk and the Required Rate of Return, Long-Term Investment Decisions

Created by Bina Nusantara University - Fostering and Empowering

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Students: 8274, Price: Free

Students: 8274, Price:  Free

This course introduces Managerial Finance, Financial Tools, Valuation of Securities, Risk and the Required Rate of Return and Long Term Investment Decision. It gives students concepts of financial decision in competitive business environment. Content format is using presentation slide, with total duration of materials are about 90 minute. By studied this course, students will understand about firm action and share value in financial market, and know how to maximize shareholders wealth.   

The Business of Design

How to Start Your Own Design Company

Created by Jennifer Markas -

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Students: 7689, Price: Free

Students: 7689, Price:  Free

The Business of Design has been specifically designed for Creatives interested in starting their own business. After completing the Business of Design course, you will have a completed business plan, using a provided template, to help you get your business up and running. To help you complete your business plan you will explore four sections. In the first section, we will complete an industry profile, customer profile, and SWOT analysis. You will be able to determine what type of legal entity best suits your business and we will look at how to choose the right intellectual property protections for your own business after the second section. And in the third and fourth section, we will explore marketing strategies and take you through step-by-step videos on the financial aspects of starting your business.

The course content should take you about three hours to review and then some additional hours as you take time between lectures to fill in your business plan template. You will find a number of templates, worksheets, and examples as you work through the course. There will also be a knowledge check at the beginning and end of the course to see what you know before you get started and after you finish. 

You should take this course if you are interested in taking your talents to the next level by starting your own business.

Financial Ratios Simplified : A practicle guide

This course is for accounting and finance students . This course covers various types of financial ratios with examples

Created by EduFinWizards Edu - Educating for better tommorow

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Students: 7393, Price: Free

Students: 7393, Price:  Free

In the course we will cover ,

1. Activity Ratio

2. Profitability ratios

3. Dividend ratios

4. Valuations

5. Solvency ratios

6. Coverage ratios

7. Return ratios

8. Margin ratios

9. Liquidity ratios 

We will then discuss time series and cross sectional ratio analysis

We will then take examples of Google . Tesla and Alibaba to understand ratio analysis

We will also do cross sectional analysis of weed stocks

Assignment : Use the attached excel sheet to do ratio analysis of a company of your choice

Build Your Own Financial Planning Spreadsheet

Take control of your financial future by understanding the risks and rewards of your savings and investments!

Created by Lars Kroijer - Investment Author

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Students: 5646, Price: Free

Students: 5646, Price:  Free

Starting with blank excel spreadsheet, together we build a financial model that include multiple savings levels, return / return expectations, time horizons, and scenarios. Almost certainly there is some for everyone interested in planning finances! The model is created such that it is easy to amend to tailor your own needs. Model builds on some Kroijer Youtube videos on investing.

Personal Financial Planning (Indian version)

Playing the financial planning game correctly

Created by Vinayak K - Business Analyst with 9+ years of working experience

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Students: 4511, Price: Free

Students: 4511, Price:  Free

Hello,

The course is basic course for personal financial planning along with some easy and direct actionable steps to fix your finances.

Main contents -

1. Basics  of financial planing

2. Features and characteristics of all popular investment products available in India

3. case studies with real world examples

Intriguing discussion around -

  1. Should we buy/rent home ? If buy, how ?

  2. Most effective way to invest in PPF

  3. Getting most from NPS

  4. Smart way to approach MFs

*As a bonus, the course attachments contains retirement planning excel and check-lists for buying term life insurance, health insurance and Mutual Funds.  (Checklist is available under 'Resources' section of last lecture.)

Happy Investing !!

Financial Modelling Basics – Mini Course

The Ultimate Financial Modelling Mini Course

Created by Piyush Arora, CFA, MBA Finance - Champ at 'All Things Finance'

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Students: 4068, Price: Free

Students: 4068, Price:  Free

This FREE mini course helps the student understand the basics of financial modelling including:

1. The ground rules (setting formatting rules)

2. How to start building financial models

3. How to make assumptions for revenue

4. How to make assumptions for direct costs

5. How to make assumptions for indirect costs

This course will also prepare the students for any advanced level courses in Financial Modelling.

Caregiving for Aging Parents: Your Stress & Quality of Life

Knowledge that will help to reduce surprises and the stress associated with caring for parents, later life, and housing.

Created by MAWMedia Group, LLC - Publisher

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Students: 3912, Price: Free

Students: 3912, Price:  Free

This course focuses on the basic questions about caregiving to older adults. You will learn facts about the 65 and over population. This product is organized with Content, Objective tests, and Exercises that place you in the position of a caregiver. Animated Engagement scenarios featuring the Ayudar family illustrate the central theme of each module.

  • Distinguish between myths and facts of older adults
  • Define successful aging
  • Identify physical health issues in aging
  • Identify mental health and cognitive concerns in aging
  • Negotiate a balance between work and caregiving
  • Construct a balance between caregiver stress and rewards
  • Arrange for professional assessments and caregiver resources
  • Identify family issues involved in consumer-directed and community-directed care
  • Identify legal and financial planning concerns
  • Explore different living arrangements

Take this course if you desire a systematic introduction to the caregiving responsibility. Over 34.2 million adult American provide unpaid care to an adult 50 or older for an economic value north of $237 billion.

If you are a caregiver, you are not alone. This course will provide you with the information you need to know the resources available to you and your care recipient. Also, learn about the health concerns that you should be concerned about as your care recipient ages. If you are interested in gerontology, this course will get you up to date on the latest statistics and projections concerning elder care in the United States. If you are aging, you will find the outline of a road map for successful aging including social, mental, and physical exercise.

How To Buy A Happy Home: Life Changing Myths & Mindsets

Choose a house that supports the life you dream of living. Home buying lessons you must learn before buying a house.

Created by Bill Joyce - Coaching HomeBuyers On Choosing The Right House For Their Best Lives

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Students: 3154, Price: Free

Students: 3154, Price:  Free

Schools don't teach people how to choose a life partner, manage money or buy a house.  We  simply learn by doing...often with devastating results.  Online learning is such a great resource and offers those with experience and knowledge a platform to help others.  This course contains the wisdom I would share with my younger self if that were only possible.  Over the years I have made both good decisions and poor decisions on house purchases.  As a real estate Broker in California I have helped hundreds of people buy a house and I understand the way we all think during this exciting and demanding life choice.  Take these lessons to heart and it will change the course of your life.  I guarantee it.

This is a fast paced and easy introduction to how people view the purchase of a house and how you can view it more realistically and productively.  Most of are raised to want to buy a house and feel safe, secure and settled.  I can tell you from personal experience, buying the wrong house will leave you feeling unsafe, insecure and unsettled while you lie awake at 3 AM feeling a crushing sense of dread.  Been there, done that.  While I am truly an advocate for home ownership, it really is only viable at the right time, under the right circumstances and with the right house.

Buying a house is only one part of building the home you dream of living in.  Dream homes are about people, relationships, experiences and creating memorable moments.  If you are not living happily now, a different house is not the solution to your problem.  Spend too much and commute too far and your life will change in ways you never imagined.  

This is a starter course to introduce students to where we go right and wrong when buying a home. 

While many of us have a romanticized image of finding our 'dream home', the reality is life comes with challenges.  Anticipate and plan for them.  The Social Security Administration says that only 5% of workers at retirement age will be financially independent, Bankrate has documented that 76% of Americans live paycheck to paycheck and half of all marriages end in divorce.  It's not the regular latte's that do the most damage, it is getting the big decisions completely wrong wreak havoc on the lives of unsuspecting house shoppers.

Buying a house is a big and exciting transition, and is particularly important for launching each of us on the right path for a happy and successful life.  House choice has a large impact on your family's future, both personally and financially so this is something you want to get right.

I teach and coach home buyers across the country on balancing a house purchase with life goals.  As such I seek one of three outcomes.

1) You cheese not to buy a house.  If it's not the right time or circumstances, don't do it now.  Wait until the time is right for you.

2) You buy a different house.  Most home buyers overspend or add too much to their travel time.  I encourage people to buy a house that leaves money and time for more important things in their lives... like people and experiences.

3) You buy the same house, but you are different.  Choosing to make a house a priority is just fine as long as everyone understands and anticipates the challenges and sacrifice this will call for.  Go in eyes open and informed and you will better prepared for a happy home life.

If you're thinking about a house, take this course...you'll know right away that this is life changing wisdom.

Financial Planning For Long-Term Care

How to plan financially to care for your loved ones who face long term disability

Created by Institute for Financial Literacy - Unbiased Financial Education Courses

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Students: 2912, Price: Free

Students: 2912, Price:  Free

Planning ahead for long-term care needs will mitigate the financial burden on families. Understand the types of care, the cost and considerations when deciding on a suitable and affordable long-term care plan. Find out what are the government schemes and criteria to qualify for government support.

There are 3 parts to this module:

  1. What is long term care and what are the care options available.

  2. What is the fee range of these care services and how do the subsidises work?

  3. What sources of funds are there to finance long term care? How do the government schemes and insurance work? What other private insurance can be considered? Who will manage our finances should we lose mental capacity?

College Planning

Avoid Costly Mistakes

Created by Mushi Bhuiyan - Public Speaker, Financial Agency Owner and Technologist

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Students: 2179, Price: Free

Students: 2179, Price:  Free

Applying for college is daunting, and paying for it is even worse!  In this course, you will learn how the financial aid process works, and discover ways to decrease your out-of-pocket expenses so that you can start your professional career without having to worry about paying off a massive student loan debt. At the end of the course students will learn the followings:

  • How to estimate cost for college?
  • Private of Public College? In-sate or out of state? 
  • How many years do you need to save$? 
  • How to qualify for more financial aid?

7 steps – How you can convert your idea into a real business

Idea Generation, Product Market Fit, Market Research, Steps in Creating and developing business, Entrepreneurship Skills

Created by Manish Gupta - Hospitality Finance Expert and Business Strategist

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Students: 1836, Price: Free

Students: 1836, Price:  Free

Everyone has an idea, however, most of us either don't start the business or fails to grow business due to various reasons. Most of the wantrepreneurs don't know how to start the business and various steps involved in creating a business.  In this short course, we are discussing 7 steps in developing business which are,

  1. Ideation

  2. Understanding your limits and remove them

  3. Market Validation of idea

  4. Product development and value proposition.

  5. Customer Journey Map.

  6. Business Model development

  7. Financial Model Development.

Take this course to get inspiration and understanding & framework to develop your business.

Basic Course on Financial Intelligence

Financial Intelligence with insights of Guru Chanakya

Created by Rahul Jain - Educator and Entrepreneur

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Students: 1701, Price: Free

Students: 1701, Price:  Free

Financial intelligence is required in all fields of the business. Most decisions taken by various managers/executives are in fact financial decisions. Sales manager should have awareness about the financials so that she can make decisions about discounts, credit terms etc. A decision as to the levels of stock to be maintained by the stores manager is a financial decision. Marketing manager should know about the product profitability to decide about the marketing campaigns. An HR decision as to the kind of people to recruit as per

the business priorities is also a financial decision.

So what is financial intelligence ?

Financial intelligence for business is understanding of how financial success is measured and how they have an impact on the company’s performance. For example we need to know the difference between profit and cash. Need to know why the balance sheet balances. The numbers neither scare nor mystify us.

Do you know that one of the major reasons of failure of the organization is

lack of financial intelligence ?

It may sound strange but probability that a company listed in Fortune 100 in 1960 is still listed is just 17%.  Greater financial intelligence, we’ve learned, helps people feel more involved and committed. They understand better what they are a part of, What the organization is trying to achieve, and how they affect results. Trust increases, turnover decreases, and financial results improve.

The Complete Guide to Wealth Creation

Basics of Wealth Creation

Created by Martize Smith - Financial Advisor

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Students: 1670, Price: Free

Students: 1670, Price:  Free

(FREE Ebook Read Below)

COLLECT your free Ebook! on wealth and prosperity secrets in the welcome video section by clicking on the resources tab then clicking on "FREE EBOOK".

This courses covers the concepts and practical applications of creating wealth. Furthermore, this course outlines practical ways from proven methods that have helped ordinary people reach financial Independence and create wealth long term.

Actions are discussed to help people execute ways that help increase their net worth and this course is meant to guide those in search of simple ways to get a quick start on working toward a better financial future.

Methods in this course are universally sound and anyone of any social economic background can use this to get ahead in life and improve one's entire financial situation.

Be Money smart and do your own Financial Planning

Simplifying investment options, insurance options, tax saving options

Created by Gurleen Kaur Tikku - Certified Financial Planner

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Students: 688, Price: Free

Students: 688, Price:  Free

  • Financial Planning is not rocket science, yet not many people get it right

  • Managing Money is easy yet complicated

  • It's not the income that makes you rich, but your spending habits

  • Everyone works for money, the challenge is to make your money work harder for you

  • Simplifying investment planning, insurance planning, tax planning

    This course will help you to take the front seat & take charge of your finances.This will help you in following ways:

    1. You will learn to do your own financial planning with practical tips.

    2. You will be able to build budget and savings plan for you

    3. It will help in Identifying and planning for your financial goals like retirement, children's education, buying your dream home, become debt free

    4. You will be able to calculate your adequate insurance cover and choose right insurance policies to cover you and your family.

    5. You will be able to invest in right asset class in a balanced way and as per your risk appetite and financial goals.

    6. You will be able to consolidate your financial life and get rid of unwanted/ non performing / unorphaned assets.

      Overall, you will be be able to take wise & informed Financial decisions for life and you will Have the financial life you have always dreamt of.

      A good financial Plan is a roadmap that shows us exactly how the choices we make today will affect our future.

Finance Basics

Information Vital to the Entrepreneur.

Created by Shane Patrick Irvine, BSL JD - Become your own Business Lawyer

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Students: 203, Price: Free

Students: 203, Price:  Free

Welcome! My name is Shane Patrick Irvine and I am both the author and the narrator of this series of videos on pre-law business subjects. I consider this collection of business classes to be excellent pre-law material. I offer three free courses; insurance, finance, and dispute resolution as well as my feature paid courses; Pre-law and Executive Juris Doctor. Udemy provides certifications for completion of all of my paid courses, but not for my free courses. Collectively, all of the courses I offer, paid or free, are intended to be absorbed at a pace the student is comfortable with. I recognize that not everyone has access to business college and law school, and these video lectures, featuring my alter ego instructors, are especially designed to provide you with information that would be provided in a typical accredited institution. It’s generic information. The way we acquire our personal and professional education has changed with the advent of the internet and those who chose to educate themselves, should have more options. This is my contribution. For a small sum of money, I provide the same information others paid beaucoup bucks for. How long and to what depth you take to absorb the information is up to you

I wish you well in your business knowledge endeavors.