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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: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Finance for Technical Managers

    Skills you'll gain: Sustainability Reporting, Financial Analysis, Financial Statement Analysis, Cost Estimation, Environmental Social And Corporate Governance (ESG), Capital Budgeting, Budgeting, Cost Benefit Analysis, Project Risk Management, Risk Analysis, Income Statement, Cost Management, Financial Modeling, Investment Management, Balance Sheet, Risk Management, Financial Reporting, Financial Forecasting, Project Finance, Finance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    354 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    E

    EDUCBA

    Mastering LLP Accounting & Compliance: Analyze and Apply

    Skills you'll gain: Partnership Accounting, International Financial Reporting Standards, Financial Reporting, Specialized Accounting, Financial Accounting, Accounting, Financial Statements, Tax Laws, Regulatory Requirements, Organizational Structure, Regulation and Legal Compliance, Commercial Laws

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech: Finance Industry Transformation and Regulation

    Skills you'll gain: FinTech, Financial Regulation, Business Continuity Planning, Compliance Management, Disaster Recovery, Financial Regulations, Operational Risk, Bank Regulations, Risk Management, Business Risk Management, Financial Industry Regulatory Authorities, Financial Services, Governance, IT Management, Information Assurance, Market Trend, Internal Controls, Emerging Technologies, Banking, Blockchain

    4.7
    Rating, 4.7 out of 5 stars
    ·
    945 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    P

    Pontificia Universidad Católica de Chile

    Gestión Empresarial Exitosa para Pymes

    Skills you'll gain: People Management, Entrepreneurship, Accounting, Financial Management, Business Management, Team Management, Marketing, Customer experience strategy (CX), Finance, Financial Analysis, Business Planning, Innovation, Persona (User Experience), Recruitment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    5.4K reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    E

    EDUCBA

    Mastering Special Purpose Entities: Analyze and Apply SPE

    Skills you'll gain: Sarbanes Oxley Act (SOX) Compliance, Specialized Accounting, Regulatory Requirements, Financial Regulations, Technical Accounting, Financial Reporting, Financial Statement Analysis, Financial Auditing, Securities (Finance), Investment Management, Financial Analysis, Business Risk Management, Asset Management, Organizational Structure, Consolidation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    IBM

    IBM IT Project Manager

    Skills you'll gain: Software Development Life Cycle, Stakeholder Engagement, Software Architecture, Agile Software Development, Project Management Life Cycle, Resource Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Kanban Principles, Project Schedules, Project Management, Information Technology, Risk Management, Interviewing Skills, Agile Project Management, Leadership, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    10K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business

    Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Spreadsheet Software, Excel Macros, Data Preprocessing, Data Literacy, Data Validation, Data Manipulation, Data Presentation, Data Storytelling, Data Analysis Software, Microsoft Office, Data Analysis Expressions (DAX), Business Analytics, Pivot Tables And Charts, Data Modeling, Financial Forecasting, Analytical Skills, Advanced Analytics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    63K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Generative AI for Human Resources (HR) Professionals

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Responsible AI, HR Tech, Human Resources Management and Planning, Human Resources, Workforce Planning, Human Resource Strategy, LLM Application, AI Enablement, AI Personalization, Prototyping, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, AI Workflows, Deep Learning, Employee Engagement, Recruitment

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Analytics

    Skills you'll gain: Competitive Analysis, Supply Chain, Supply Chain Management, Benchmarking, Transportation, Supply Chain, and Logistics, Customer Analysis, Supply Chain Planning, Customer experience improvement, Analytics, Financial Analysis, Inventory Management System, Data Analysis, Cost Estimation, Data-Driven Decision-Making, Cost Reduction, Spatial Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    817 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    Successful Negotiation: Essential Strategies and Skills

    Skills you'll gain: Contract Negotiation, Negotiation, Mediation, Arbitration, Communication, Business Communication, Conflict Management, Cultural Sensitivity, Business Ethics, Decision Making, Planning

    4.8
    Rating, 4.8 out of 5 stars
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    20K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Università Bocconi

    Financing and Investing in Infrastructure

    Skills you'll gain: Project Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Private Equity, Credit Risk, Risk Management, Investments, Finance, Contract Management, Banking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Mercados financieros

    Skills you'll gain: Investment Banking, Risk Management, Financial Market, Portfolio Management, Business Ethics, Investments, Finance, Financial Services, Behavioral Economics, Capital Markets, Equities, Banking, Financial Regulation, Securities (Finance), Leadership Studies, Underwriting, Non-Profit Accounting, Derivatives, Economics, Policy, and Social Studies, Insurance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    581 reviews

    Beginner · Course · 1 - 3 Months

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

  • Finance for Technical Managers: University of Colorado Boulder
  • Mastering LLP Accounting & Compliance: Analyze and Apply: EDUCBA
  • FinTech: Finance Industry Transformation and Regulation: The Hong Kong University of Science and Technology
  • Gestión Empresarial Exitosa para Pymes: Pontificia Universidad Católica de Chile
  • Mastering Special Purpose Entities: Analyze and Apply SPE: EDUCBA
  • IBM IT Project Manager: IBM
  • Excel Skills for Business: Macquarie University
  • Generative AI for Human Resources (HR) Professionals: IBM
  • Supply Chain Analytics: Rutgers the State University of New Jersey
  • Successful Negotiation: Essential Strategies and Skills: University of Michigan

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