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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


  • D

    Duke University

    Financial Risk Management with R

    Skills you'll gain: Risk Modeling, Portfolio Risk, Financial Market, Risk Management, Market Data, Risk Analysis, Probability Distribution, R (Software), Financial Data, Return On Investment, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Equities, Time Series Analysis and Forecasting, Statistical Modeling, Data Access

    ★ 4.3 (257) · Intermediate · Course · 1 - 4 Weeks

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

    Logical Operations

    Finance and Budgeting Essentials for Business Professionals

    Skills you'll gain: Balance Sheet, Income Statement, Financial Statements, Financial Statement Analysis, Financial Acumen, Operating Budget, Budget Management, Financial Data, Financial Accounting, Financial Analysis, Budgeting, Financial Reporting, Balancing (Ledger/Billing), Financial Management, Corporate Finance, Cash Flows, Financial Planning, Finance, Cash Management, General Finance

    Mixed · Course · 1 - 3 Months

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

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Forecasting, Financial Statements, Financial Reporting, Financial Data, Forecasting, Financial Analysis, Revenue Forecasting, Financial Modeling, Cash Flow Forecasting, Analysis, Generally Accepted Accounting Principles (GAAP), Finance, Equities

    ★ 4.6 (41) · Intermediate · Course · 1 - 3 Months

    Category: Build toward a degree
    Build toward a degree
  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Business Strategies, Financial Analysis, Asset Management, Risk Analysis, Investment Banking, Market Dynamics, Market Trend, Performance Measurement, Quantitative Research, Case Studies

    ★ 4.4 (152) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Scheduling, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Capital Budgeting, Financial Analysis, Project Performance, Cost Benefit Analysis, Project Estimation, Microsoft 365, Excel Formulas, Project Finance, Feasibility Studies, Investment Management, Variance Analysis, Problem Solving

    ★ 4.8 (14) · Beginner · Course · 1 - 4 Weeks

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

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Budget Management, Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Data, Cost Management, Budgeting, Financial Analysis, Cost Control, Financial Acumen, Cost Accounting, Performance Metric, Operating Budget, Cost Benefit Analysis, Performance Management, Operational Performance Management, General Accounting, Data Analysis, Planning

    ★ 4.8 (117) · Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Budgeting: Apply Inflation & Approaches

    Skills you'll gain: Budgeting, Operating Budget, Cost Control, Cost Management, Fiscal Management, Spreadsheet Software, Expense Management, Operating Expense, Financial Planning, Forecasting

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Project Finance, Program Management, Program Development, Project Planning, Financial Planning, Business Modeling, Diagram Design, Productivity Software, Agile Methodology, Strategic Planning

    ★ 4.3 (12) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
    Category: Credit offered
    Credit offered
  • S

    Starweaver

    Personal Investing for Working Professionals

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Tax Management, Investments, Tax Planning, Wealth Management, Income Tax, Risk Management, Financial Planning, Goal Setting, Financial Services, Equities, General Finance, Brokerage, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Data, Financial Forecasting, Accounting, Financial Analysis, Forecasting, Financial Management, Financial Acumen, General Accounting, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Acumen, Business Modeling, Business Metrics, Corporate Strategy, Standard Accounting Practices

    ★ 4.7 (322) · Beginner · Course · 1 - 3 Months

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

    SoFi

    Saving Money for the Future

    Skills you'll gain: Wealth Management, Financial Planning, Goal Setting, Cash Management, Deposit Accounts, Budgeting, Investments, Return On Investment, Investment Management, Prioritization, Higher Education

    ★ 4.5 (38) · Beginner · Course · 1 - 4 Weeks

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

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Acumen, Cash Management, Financial Data, Decision Making, Financial Policy, Risk Management, Personal Development, Critical Thinking, Stress Management, Mindfulness

    Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
1…789…518

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

  • Financial Risk Management with R: Duke University
  • Finance and Budgeting Essentials for Business Professionals: Logical Operations
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Program Finance and Investment: Microsoft
  • Financial Analysis of Scenarios and Decisions: University of Illinois Urbana-Champaign
  • Budgeting: Apply Inflation & Approaches: Coursera
  • Program Financial Planning with ClickUp: Coursera
  • Personal Investing for Working Professionals : Starweaver
  • Management and financial accounting: Know your numbers 1: Macquarie University

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