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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


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    Coursera

    Project and Stress-Test Financial Plans

    Skills you'll gain: Financial Forecasting, Financial Modeling, Revenue Forecasting, Profit and Loss (P&L) Management, Business Modeling, Contingency Planning, Cost Containment, Cost Control, Market Data, Forecasting, Financial Analysis, Market Trend, Financial Planning, Risk Mitigation

    Intermediate · Course · 1 - 4 Weeks

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    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

  • Status: Free Trial
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    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
    Rating, 4.7 out of 5 stars
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    322 reviews

    Beginner · Course · 1 - 3 Months

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    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
    Rating, 4.7 out of 5 stars
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    64 reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Financial Reporting: Ledgers, Taxes, Auditing Best Practices

    Skills you'll gain: Ledgers (Accounting), Tax Planning, Tax Management, Auditing, Tax Compliance, Audit Planning, Financial Auditing, Financial Reporting, General Ledger, Generally Accepted Auditing Standards, Financial Regulation, Regulatory Compliance, Compliance Management, Financial Controls

    4.5
    Rating, 4.5 out of 5 stars
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    82 reviews

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Nursing Leadership: Financial Management and Budgeting

    Skills you'll gain: Nursing Administration, Financial Forecasting, Financial Reporting, Budget Management, Variance Analysis, Financial Statements, Financial Data, Forecasting, Financial Statement Analysis, Nursing Management, Financial Acumen, Financial Management, Fiscal Management, Budgeting, Balance Sheet, Operating Budget, Management Reporting, Financial Analysis, Data-Driven Decision-Making, Return On Investment

    Intermediate · Course · 1 - 4 Weeks

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    IBM

    Financial Analysis and Modeling

    Beginner · Course · 1 - 4 Weeks

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    SoFi

    Saving Money for the Future

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

    4.5
    Rating, 4.5 out of 5 stars
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    38 reviews

    Beginner · Course · 1 - 4 Weeks

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    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

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    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

  • Status: Free Trial
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    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
    Rating, 4.8 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    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
    Rating, 3.7 out of 5 stars
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    39 reviews

    Beginner · Course · 1 - 3 Months

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

  • Project and Stress-Test Financial Plans: Coursera
  • Finance and Budgeting Essentials for Business Professionals: Logical Operations
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Risk Management in Personal Finance: SoFi
  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Nursing Leadership: Financial Management and Budgeting: Coursera
  • Financial Analysis and Modeling : IBM
  • Saving Money for the Future: SoFi
  • Budgeting: Apply Inflation & Approaches: Coursera
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research

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