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Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


Popular Financial Planning Courses and Certifications


  • C

    Coursera

    Analysis, Budgeting, and Risk Management

    Skills you'll gain: Risk Modeling, Risk Management Framework, Financial Modeling, Budgeting, Risk Analysis, Capital Budgeting, Risk Management, Portfolio Risk, Financial Analysis, Capital Expenditure, Portfolio Management, Key Performance Indicators (KPIs), Operating Budget, Investments, Asset Management, Return On Investment, Smart Goals, Financial Forecasting, Performance Measurement, Equities

    Intermediate · Course · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    AI-Powered Finance: Forecasting, Planning & Reporting

    Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Tax Management, Large Language Modeling, LLM Application, Auditing, Portfolio Risk, Portfolio Management, Tax Compliance, Generative AI, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Audit Planning, Financial Data, Artificial Intelligence, Risk Management

    ★ 4.3 (255) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Accruals, Financial Reporting, Microsoft Excel, Financial Analysis

    ★ 4.8 (3.3K) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Financial Reporting and Cost Management Foundations

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Management Accounting, Revenue Recognition, Forecasting, Financial Analysis, Cost Accounting, Budget Management, Inventory Accounting, Financial Accounting, Budgeting, Performance Measurement, Cost Management, Business Systems Analysis, Data Mining, Analytics, Enterprise Resource Planning, Systems Analysis, Information Systems, Finance

    ★ 5 (13) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Financial Data, Oracle Cloud Applications, Forecasting, Accounting and Finance Software, Budget Management, Financial Forecasting, Operating Budget, Fiscal Management, Budgeting, Data Management, Business Planning, Workflow Management, Strategic Planning, Month End Closing, Decision Making

    ★ 4.8 (12) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Apply Budgeting and Forecasting Fundamentals

    Skills you'll gain: Budget Management, Budgeting, Forecasting, Financial Forecasting, Operating Budget, Revenue Forecasting, Cost Management, Financial Management, Cost Accounting, Cash Flow Forecasting, Financial Statements, Profit and Loss (P&L) Management, Business Ethics, Variance Analysis, Ethical Standards And Conduct, Income Statement, Case Studies, Balance Sheet, Cash Flows

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Investing and Building Wealth

    Skills you'll gain: Portfolio Risk, Investment Management, General Finance, Return On Investment, Economics

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Financial Budgeting: Analyze & Apply Planning Tools

    Skills you'll gain: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Cost Management, Financial Analysis, Cash Flows, Financial Planning, Operating Cost, Return On Investment, Investments, Decision Making

    ★ 4.6 (17) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Alternatives as We Age: Retirement and Legacy Planning

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Land Management, Financial Planning, Financial Modeling, Investments, Portfolio Risk, Asset Management, Investment Management, Succession Planning, Risk Management, Risk Analysis, Case Studies

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • R

    Rice University

    Finance for Non-Finance Professionals

    Skills you'll gain: Capital Budgeting, Cash Flows, Fiscal Management, Finance, Financial Analysis, Cash Flow Forecasting, Business Valuation, Return On Investment, Financial Management, Corporate Finance, General Finance, Case Studies, Investment Management, Financial Market, Risk Analysis, Financial Accounting

    ★ 4.8 (2.8K) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Statement Analysis, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Financial Planning, Return On Investment, Business Valuation, Corporate Finance, Mortgage Loans, Excel Formulas, Equities, Investments

    ★ 4.7 (1.3K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Market, General Finance, Economics, Psychology, Probability & Statistics, Risk Analysis

    ★ 4.4 (4.5K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
1…567…518

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

  • Analysis, Budgeting, and Risk Management: Coursera
  • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera
  • Accounting: Principles of Financial Accounting: IESE Business School
  • Financial Reporting and Cost Management Foundations: EDUCBA
  • Improving Financial Planning with Oracle EPM: Coursera
  • Apply Budgeting and Forecasting Fundamentals: EDUCBA
  • Investing and Building Wealth: University of Illinois Urbana-Champaign
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Finance for Non-Finance Professionals: Rice University

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