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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


  • 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
  • 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
  • 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
  • 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 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
  • 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
  • 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
  • I

    Indian School of Business

    A Beginner's Guide to Investing

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Portfolio Management, Financial Accounting, Balance Sheet, General Finance, Investments, Portfolio Risk, Entrepreneurial Finance, Investment Management, Securities Trading, Financial Trading, Cash Flows, Financial Market, Market Dynamics, Market Data, Return On Investment, Risk Analysis, Risk Management

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

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Model Deployment, Forecasting, Financial Data, Decision Intelligence, Responsible AI, Generative AI, AI Integrations, Financial Management, Market Intelligence, Data-Driven Decision-Making, General Finance, Financial Planning, Market Research, Artificial Intelligence, Market Analysis, Data Quality

    ★ 4.2 (16) · Beginner · Course · 1 - 4 Weeks

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

    University of California, Irvine

    Fundamentals of Finance

    Skills you'll gain: Financial Accounting, Fiscal Management, Cash Flow Forecasting, Financial Reporting, Revenue Forecasting, Forecasting, Cost Control, Working Capital, Financial Planning, Commercial Lending, Loans, Lending and Underwriting, Performance Measurement

    ★ 4.7 (221) · Beginner · 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
  • 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
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In summary, here are 10 of our most popular financial planning courses

  • Accounting: Principles of Financial Accounting: IESE Business School
  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Investing and Building Wealth: University of Illinois Urbana-Champaign
  • Financial Reporting and Cost Management Foundations: EDUCBA
  • Behavioral Finance: Duke University
  • Finance for Non-Finance Professionals: Rice University
  • A Beginner's Guide to Investing: Indian School of Business
  • GenAI for Financial Forecasting and Planning: Coursera
  • Fundamentals of Finance: University of California, Irvine

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