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  • Financial Planning

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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: New
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    E

    EDUCBA

    Financial Budgeting: Analyze & Apply Planning Tools

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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investment Banking: Financial Analysis and Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Investment Banking, Financial Forecasting, Business Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Income Statement, Balance Sheet, Corporate Finance, Forecasting, Cash Flows, Benchmarking

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    ·
    217 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Financial Services, Compensation Management, Employee Retirement Income Security Act, Insurance, Communication, Technical Communication, Administration, Program Evaluation, Employee Engagement

    4.9
    Rating, 4.9 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Business Impact

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

    4.8
    Rating, 4.8 out of 5 stars
    ·
    60 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Starweaver

    Personal Investing for Working Professionals

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

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Credit Risk Management: Frameworks and Strategies

    Skills you'll gain: Credit Risk, Risk Mitigation, Risk Management, Portfolio Risk, Derivatives, Risk Analysis, Financial Analysis, Financial Market, Financial Statement Analysis, Portfolio Management, Market Trend, Balance Sheet

    4.7
    Rating, 4.7 out of 5 stars
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    435 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    E

    Emory University

    Finance for Non-Financial Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Finance, Risk Management, Financial Management, Microsoft Excel, Investment Management, Accounting, Return On Investment, Cash Flows

    4.4
    Rating, 4.4 out of 5 stars
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    473 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
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    U

    University of Michigan

    Accounting for Decision Making

    Skills you'll gain: Financial Statements, Accounting, Ledgers (Accounting), General Accounting, Financial Acumen, Revenue Management, Inventory Control Systems, Inventory Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
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    478 reviews

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Planning, Innovation, Budget Management, Financial Planning, Diagram Design, Productivity Software, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    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, Investments, Financial Modeling, Investment Management, Securities Trading, Cash Flows, Financial Market, Market Dynamics, Market Data, Return On Investment, Risk Analysis, Risk Management

    3.2
    Rating, 3.2 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Management, Cost Management, Budgeting, Financial Analysis, Cost Accounting, Operational Analysis, Performance Management, Key Performance Indicators (KPIs), Data Analysis, Planning, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
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    101 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Business Foundations: Organizations, Planning, Finance

    Skills you'll gain: Team Performance Management, Business Planning, Resource Management, Business Acumen, Organizational Effectiveness, Strategic Thinking, Business Strategy, Financial Management, Strategic Decision-Making, Organizational Change, Team Leadership, Financial Analysis, Financial Statements, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
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    11 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Investment Banking: Financial Analysis and Valuation: University of Illinois Urbana-Champaign
  • Benefits: Financial Protection, Growth & Assistance: Automatic Data Processing, Inc. (ADP)
  • Business Impact: Duke University
  • Personal Investing for Working Professionals : Starweaver
  • Credit Risk Management: Frameworks and Strategies: New York Institute of Finance
  • Finance for Non-Financial Managers: Emory University
  • Accounting for Decision Making: University of Michigan
  • Program Financial Planning with ClickUp: Coursera
  • A Beginner's Guide to Investing: Indian School of Business

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