Company lists · Data refreshed November 2026
Top 25 Financial planning course providers worldwide
RevenueBase identified 1,727 company matches for financial planning course providers worldwide as of November 2026 and tracks 16,340 professional contacts across them, including 2,787 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers company matches for financial planning course providers worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for financial planning course providers follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial planning course providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,129 contacts → | ||||
Exact match “Adresse du site web :” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 924 contacts → | ||||
Exact match “World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 492 contacts → | ||||
Exact match “Corporate Finance Institute (CFI) is the global standard for practical, job-ready finance training and certification, trusted by leading banks, investment firms, and corporate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 368 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 338 contacts → | ||||
Exact match “For 25+ years Fitch Learning has been a global leader in financial education.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 217 contacts → | ||||
Exact match “Home of The Externship and awardee of the 2025 Excellence in Gender, Diversity & Inclusion from Investment News Women’s Advisor Network We’re on a mission to help financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 188 contacts → | ||||
Exact match “Welcome to The Next Generation of Insurance & Wealth Creation Professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 181 contacts → | ||||
Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 158 contacts → | ||||
Exact match “Wall Street Prep is a global financial training firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 140 contacts → | ||||
Exact match “Training The Street (TTS) offers state-of-the-art, instructor-led courses in accounting, capital markets, financial modeling and valuation for finance professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 135 contacts → | ||||
Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 118 contacts → | ||||
Exact match “EduPristine is a leading training provider in Accounting (ACCA, CPA, CMA), Finance (CFP®, CFA®, FRM® & Financial Modeling).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 116 contacts → | ||||
Exact match “Beacon FinTrain has built an enviable reputation world-wide with Integrity, Customer-centric, Team Effectiveness, and Accountability.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 114 contacts → | ||||
Exact match “Finanssektorens Uddannelsescenter er en uddannelsesforening ejet af cirka 90 finansielle virksomheder.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 114 contacts → | ||||
Exact match “AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 111 contacts → | ||||
Exact match “Here at Lifetime, we help people understand what their money can do for them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 108 contacts → | ||||
Exact match “International College of Financial Planning (ICOFP) is one of India's leading educational institutions specializing in financial education.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 107 contacts → | ||||
Exact match “Rich Dad® Education is a dynamic educational company that delivers the life-changing financial philosophies and content of the Rich Dad Company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 105 contacts → | ||||
Exact match “Founded by Alfio Bardolla, ABTG S.p.a.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 99 contacts → | ||||
Exact match “ONESTY ist die zeitgemäße Art der Finanzberatung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 95 contacts → | ||||
Exact match “Finansinės edukacijos ir pardavimų kompanija.+ Finansinis raštingumas: seminarai ir asmeninės konsultacijos.+ Ilgalaikio kaupimo produktai.+ Pinigų kaupimo ir įdarbinimo…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 94 contacts → | ||||
Exact match “Educate2Trade is a leading financial education company catering to beginners and experienced traders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 92 contacts → | ||||
Exact match “SMART PEOPLE GETTING SMARTER Modern-era business education founded on the institutional knowledge that built the NYSE.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 91 contacts → | ||||
Exact match “Welcome to SSEI, India's leading global education institution, offering a diverse range of programs, including CA, CFA, FRM, and Markets, providing comprehensive preparation for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 91 contacts → | ||||
Exact match “Golden Finance is the worldly renowned institute for financial training, the major area of which is to provide various financial training solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning course providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,727 financial planning course providers worldwide
See the full list, filter by size, metro and specialty, and access 2,787 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning course providers worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for financial planning course providers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial planning course providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,787 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial planning course providers by location
8 lists · largest firstEvery Financial planning course providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial planning course providers based in the United States394
- Financial planning course providers based in India236
- Financial planning course providers based in Brazil133
- Financial planning course providers based in the United Kingdom87
- Financial planning course providers based in Canada51
- Financial planning course providers based in Australia40
- Financial planning course providers based in South Africa36
- Financial planning course providers based in Germany32
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning course providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning course providers are there worldwide?
RevenueBase identified 1,727 company matches for financial planning course providers worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
L'école Supérieure DE LA Banque tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial planning course providers?
The United States leads with 394 companies, followed by India (236) and Brazil (133). Every financial planning course providers list by country and city is linked on this page.
Which city has the most financial planning course providers?
Sao Paulo leads with 54 company records, followed by London (33) and Mumbai (32).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,787 professional contacts with verified work emails tracked across these 1,727 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,727 financial planning course providers worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 financial planning course providers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,727 matching company records for financial planning course providers worldwide, with 16,340 tracked contacts and 2,787 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning course providers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  L'école Supérieure DE LA Banqueesbanque.frHQ: Nanterre, FranceReported employees: 201-500 | Nanterre, France | 201-500 | Exact match | 1,129 contacts → |
“Adresse du site web :” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  World System Builderworldsystembuilder.comHQ: Alviso, CA, United StatesReported employees: 5,001-10,000 | Alviso, CA, United States | 5,001-10,000 | Exact match | 924 contacts → |
“World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Corporate Finance Institute CFIcorporatefinanceinstitute.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 492 contacts → |
“Corporate Finance Institute (CFI) is the global standard for practical, job-ready finance training and certification, trusted by leading banks, investment firms, and corporate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  MONEYmoney.comHQ: Dorado, United StatesReported employees: 51-200 | Dorado, United States | 51-200 | Exact match | 368 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fitch Learningfitchlearning.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 338 contacts → |
“For 25+ years Fitch Learning has been a global leader in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Amplified Planningamplifiedplanning.comHQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 217 contacts → |
“Home of The Externship and awardee of the 2025 Excellence in Gender, Diversity & Inclusion from Investment News Women’s Advisor Network We’re on a mission to help financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 188 contacts → |
“Welcome to The Next Generation of Insurance & Wealth Creation Professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Trilogy Financialtrilogyfs.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 181 contacts → |
“Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wall Street Prepwallstreetprep.comHQ: Newton, MA, United StatesReported employees: 51-200 | Newton, MA, United States | 51-200 | Exact match | 158 contacts → |
“Wall Street Prep is a global financial training firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Training The Streettrainingthestreet.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 140 contacts → |
“Training The Street (TTS) offers state-of-the-art, instructor-led courses in accounting, capital markets, financial modeling and valuation for finance professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  FP Canadafpcanada.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Edupristineedupristine.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 118 contacts → |
“EduPristine is a leading training provider in Accounting (ACCA, CPA, CMA), Finance (CFP®, CFA®, FRM® & Financial Modeling).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Beacon Fintrainfintrain.beacon.com.egHQ: Dubai, United Arab EmiratesReported employees: 51-200 | Dubai, United Arab Emirates | 51-200 | Exact match | 116 contacts → |
“Beacon FinTrain has built an enviable reputation world-wide with Integrity, Customer-centric, Team Effectiveness, and Accountability.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Finanssektorens Uddannelsescenterfinansudd.dkHQ: Skanderborg, DenmarkReported employees: 51-200 | Skanderborg, Denmark | 51-200 | Exact match | 114 contacts → |
“Finanssektorens Uddannelsescenter er en uddannelsesforening ejet af cirka 90 finansielle virksomheder.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Aafm Indiaaafmindia.co.inHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 114 contacts → |
“AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lifetimelifetime-fm.comHQ: Barnsley, United KingdomReported employees: 51-200 | Barnsley, United Kingdom | 51-200 | Exact match | 111 contacts → |
“Here at Lifetime, we help people understand what their money can do for them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 108 contacts → |
“International College of Financial Planning (ICOFP) is one of India's leading educational institutions specializing in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rich DAD Educationrichdadeducation.comHQ: Cape Coral, United StatesReported employees: 201-500 | Cape Coral, United States | 201-500 | Exact match | 107 contacts → |
“Rich Dad® Education is a dynamic educational company that delivers the life-changing financial philosophies and content of the Rich Dad Company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Alfio Bardolla Training Groupalfiobardolla.comHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 105 contacts → |
“Founded by Alfio Bardolla, ABTG S.p.a.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Onestyonesty.deHQ: Cottbus, GermanyReported employees: 201-500 | Cottbus, Germany | 201-500 | Exact match | 99 contacts → |
“ONESTY ist die zeitgemäße Art der Finanzberatung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | M Capitalmcapital.lt HQ: Vilnius, LithuaniaReported employees: 201-500 | Vilnius, Lithuania | 201-500 | Exact match | 95 contacts → |
“Finansinės edukacijos ir pardavimų kompanija.+ Finansinis raštingumas: seminarai ir asmeninės konsultacijos.+ Ilgalaikio kaupimo produktai.+ Pinigų kaupimo ir įdarbinimo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Educate2tradeeducate2trade.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 94 contacts → |
“Educate2Trade is a leading financial education company catering to beginners and experienced traders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  NEW York Institute Of Financenyif.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 92 contacts → |
“SMART PEOPLE GETTING SMARTER Modern-era business education founded on the institutional knowledge that built the NYSE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 91 contacts → |
“Welcome to SSEI, India's leading global education institution, offering a diverse range of programs, including CA, CFA, FRM, and Markets, providing comprehensive preparation for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Golden Financegoldenfinance.com.cnHQ: Shanghai, ChinaReported employees: 501-1,000 | Shanghai, China | 501-1,000 | Exact match | 91 contacts → |
“Golden Finance is the worldly renowned institute for financial training, the major area of which is to provide various financial training solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,727 company matches
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Financial planning course providers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,721 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 1,727 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning course providers by location
8 lists · largest firstEvery Financial planning course providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial planning course providers based in the United States394
- Financial planning course providers based in India236
- Financial planning course providers based in Brazil133
- Financial planning course providers based in the United Kingdom87
- Financial planning course providers based in Canada51
- Financial planning course providers based in Australia40
- Financial planning course providers based in South Africa36
- Financial planning course providers based in Germany32
Questions about this company list
What does Exact match mean for financial planning course providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning course providers did RevenueBase find worldwide?
The saved snapshot records 1,727 matching company records, 16,340 tracked contacts and 2,787 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial planning course providers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-planning-course-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial planning course providers worldwide
RevenueBase records 1,727 matching company records for financial planning course providers worldwide, with 16,340 tracked contacts and 2,787 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning course providers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | L'école Supérieure DE LA Banqueesbanque.fr HQ: Nanterre, FranceReported employees: 201-500 | Nanterre, France | 201-500 | Exact match | 1,129 contacts → |
“Adresse du site web :” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | World System Builderworldsystembuilder.com HQ: Alviso, CA, United StatesReported employees: 5,001-10,000 | Alviso, CA, United States | 5,001-10,000 | Exact match | 924 contacts → |
“World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Corporate Finance Institute CFIcorporatefinanceinstitute.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 492 contacts → |
“Corporate Finance Institute (CFI) is the global standard for practical, job-ready finance training and certification, trusted by leading banks, investment firms, and corporate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | MONEYmoney.com HQ: Dorado, United StatesReported employees: 51-200 | Dorado, United States | 51-200 | Exact match | 368 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fitch Learningfitchlearning.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 338 contacts → |
“For 25+ years Fitch Learning has been a global leader in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Amplified Planningamplifiedplanning.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 217 contacts → |
“Home of The Externship and awardee of the 2025 Excellence in Gender, Diversity & Inclusion from Investment News Women’s Advisor Network We’re on a mission to help financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 188 contacts → |
“Welcome to The Next Generation of Insurance & Wealth Creation Professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trilogy Financialtrilogyfs.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 181 contacts → |
“Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wall Street Prepwallstreetprep.com HQ: Newton, MA, United StatesReported employees: 51-200 | Newton, MA, United States | 51-200 | Exact match | 158 contacts → |
“Wall Street Prep is a global financial training firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Training The Streettrainingthestreet.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 140 contacts → |
“Training The Street (TTS) offers state-of-the-art, instructor-led courses in accounting, capital markets, financial modeling and valuation for finance professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | FP Canadafpcanada.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Edupristineedupristine.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 118 contacts → |
“EduPristine is a leading training provider in Accounting (ACCA, CPA, CMA), Finance (CFP®, CFA®, FRM® & Financial Modeling).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Beacon Fintrainfintrain.beacon.com.eg HQ: Dubai, United Arab EmiratesReported employees: 51-200 | Dubai, United Arab Emirates | 51-200 | Exact match | 116 contacts → |
“Beacon FinTrain has built an enviable reputation world-wide with Integrity, Customer-centric, Team Effectiveness, and Accountability.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finanssektorens Uddannelsescenterfinansudd.dk HQ: Skanderborg, DenmarkReported employees: 51-200 | Skanderborg, Denmark | 51-200 | Exact match | 114 contacts → |
“Finanssektorens Uddannelsescenter er en uddannelsesforening ejet af cirka 90 finansielle virksomheder.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aafm Indiaaafmindia.co.in HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 114 contacts → |
“AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lifetimelifetime-fm.com HQ: Barnsley, United KingdomReported employees: 51-200 | Barnsley, United Kingdom | 51-200 | Exact match | 111 contacts → |
“Here at Lifetime, we help people understand what their money can do for them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 108 contacts → |
“International College of Financial Planning (ICOFP) is one of India's leading educational institutions specializing in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rich DAD Educationrichdadeducation.com HQ: Cape Coral, United StatesReported employees: 201-500 | Cape Coral, United States | 201-500 | Exact match | 107 contacts → |
“Rich Dad® Education is a dynamic educational company that delivers the life-changing financial philosophies and content of the Rich Dad Company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Alfio Bardolla Training Groupalfiobardolla.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 105 contacts → |
“Founded by Alfio Bardolla, ABTG S.p.a.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Onestyonesty.de HQ: Cottbus, GermanyReported employees: 201-500 | Cottbus, Germany | 201-500 | Exact match | 99 contacts → |
“ONESTY ist die zeitgemäße Art der Finanzberatung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | M Capitalmcapital.lt HQ: Vilnius, LithuaniaReported employees: 201-500 | Vilnius, Lithuania | 201-500 | Exact match | 95 contacts → |
“Finansinės edukacijos ir pardavimų kompanija.+ Finansinis raštingumas: seminarai ir asmeninės konsultacijos.+ Ilgalaikio kaupimo produktai.+ Pinigų kaupimo ir įdarbinimo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Educate2tradeeducate2trade.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 94 contacts → |
“Educate2Trade is a leading financial education company catering to beginners and experienced traders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | NEW York Institute Of Financenyif.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 92 contacts → |
“SMART PEOPLE GETTING SMARTER Modern-era business education founded on the institutional knowledge that built the NYSE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 91 contacts → |
“Welcome to SSEI, India's leading global education institution, offering a diverse range of programs, including CA, CFA, FRM, and Markets, providing comprehensive preparation for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Golden Financegoldenfinance.com.cn HQ: Shanghai, ChinaReported employees: 501-1,000 | Shanghai, China | 501-1,000 | Exact match | 91 contacts → |
“Golden Finance is the worldly renowned institute for financial training, the major area of which is to provide various financial training solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial planning course providers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,721 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 1,727 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning course providers by location
8 lists · largest firstEvery Financial planning course providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial planning course providers based in the United States394
- Financial planning course providers based in India236
- Financial planning course providers based in Brazil133
- Financial planning course providers based in the United Kingdom87
- Financial planning course providers based in Canada51
- Financial planning course providers based in Australia40
- Financial planning course providers based in South Africa36
- Financial planning course providers based in Germany32
Questions about this company list
What does Exact match mean for financial planning course providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning course providers did RevenueBase find worldwide?
The saved snapshot records 1,727 matching company records, 16,340 tracked contacts and 2,787 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 financial planning course providers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-planning-course-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗