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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


  • E

    EDUCBA

    Applied Financial Decision Making and Ethics

    Skills you'll gain: Working Capital, Financial Statement Analysis, Portfolio Risk, Business Ethics, Portfolio Management, Cash Management, Financial Statements, Financial Analysis, Ethical Standards And Conduct, Law, Regulation, and Compliance, Investment Management, Business Valuation, Regulation and Legal Compliance, Financial Management, Business Risk Management, Risk Modeling, Cash Flows, Strategic Decision-Making, Governance, Environmental Social And Corporate Governance (ESG)

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: Timelines, Return On Investment, Finance, Financial Statement Analysis, Financial Accounting, Financial Statements, Financial Reporting, Financial Analysis, Balance Sheet, Financial Forecasting, Capital Budgeting, Project Schedules, Milestones (Project Management), Project Accounting, Capital Expenditure, Profit and Loss (P&L) Management, General Finance, Operating Budget, Construction Accounting, Operating Cost

    ★ 4.4 (13) · Intermediate · Course · 1 - 3 Months

    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Financial Services, Insurance Policies, Risk Management, Wealth Management, Risk Management Framework, Financial Planning, Risk Mitigation, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Innovation, Client Services

    Beginner · Course · 1 - 4 Weeks

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

    University of Maryland, College Park

    Financial Management for Product Leaders

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Proposal Development, Proposal Writing, Financial Accounting, Corporate Finance, Financial Acumen, Business Metrics, Sales Presentations, Business Valuation, Capital Budgeting, Entrepreneurial Finance, Internal Communications, Financial Management, Project Finance, Finance, Return On Investment, Product Management, Presentations, Cash Flows

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

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

    Macquarie University

    Corporate finance: Know your numbers 2

    Skills you'll gain: Capital Budgeting, Financial Management, Corporate Finance, Business Valuation, Financial Modeling, Performance Measurement, Financial Analysis, Risk Analysis, Financial Statement Analysis, Equities, Return On Investment, Cash Flow Forecasting, Cash Flows, Securities (Finance), Cost Benefit Analysis, Working Capital, Performance Analysis

    ★ 3.7 (39) · Beginner · Course · 1 - 3 Months

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

    Coursera

    GenAI for Financial Controllers: Boosting Budget Accuracy

    Skills you'll gain: Financial Data, Financial Forecasting, Management Reporting, Dashboard, Dashboard Creation, Budgeting, Predictive Modeling, Advanced Analytics, Forecasting, Power BI, Data Synthesis, Decision Intelligence, Generative AI, Tableau Software, Applied Machine Learning, Business Process Automation, Artificial Intelligence, Financial Analysis, Automation, Data Visualization

    Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • F

    Fundação Instituto de Administração

    Data & Finance for the future

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Cash Flows, Data Visualization, Cash Management, Data Presentation, Business Analytics, Regression Analysis, Financial Acumen, Descriptive Statistics, Financial Accounting, Business Valuation, Cash Flow Forecasting, Competitive Analysis, International Finance, Business Economics, Economics, Financial Policy, Economic Development

    ★ 4.8 (499) · Intermediate · Specialization · 3 - 6 Months

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

    Duke University

    Business Impact

    Skills you'll gain: Financial Acumen, Financial Analysis, Operational Efficiency, Business, Finance, Business Strategies, Business Strategy, Strategic Decision-Making

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

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

    Edureka

    Modern Financial Operations(FinOps) with Generative AI

    Skills you'll gain: Accounts Payable, Accounts Payable and Receivable, Financial Data, Make.com, Financial Forecasting, Financial Management, Credit Risk, Generative AI, Financial Controls, Financial Analysis, Finance, Billing & Invoicing, Financial Auditing, Artificial Intelligence, ChatGPT, Accounting, Tax Compliance, Tax Management, Automation, No-Code Development

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Financial Accounting Explained

    Skills you'll gain: Financial Reporting, Financial Statements, Accounting Software, Financial Accounting, Financial Statement Analysis, Standard Accounting Practices, Bookkeeping, Accounting and Finance Software, Accounting Records, Accounting, Generally Accepted Accounting Principles (GAAP), Finance, Business Analysis

    ★ 4.6 (106) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Credit offered
    Credit offered
  • S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Insurance Policies, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    ★ 4.7 (63) · Beginner · Course · 1 - 4 Weeks

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

    IBM

    Financial Analysis and Modeling

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…8910…518

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

  • Applied Financial Decision Making and Ethics: EDUCBA
  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Financial Management for Product Leaders: University of Maryland, College Park
  • Corporate finance: Know your numbers 2: Macquarie University
  • GenAI for Financial Controllers: Boosting Budget Accuracy: Coursera
  • Data & Finance for the future: Fundação Instituto de Administração
  • Business Impact: Duke University
  • Modern Financial Operations(FinOps) with Generative AI: Edureka
  • Financial Accounting Explained: Coursera

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