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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


  • S

    Starweaver

    Foundations of Financial Statement

    Skills you'll gain: Financial Statements, Financial Accounting, Financial Reporting, Financial Statement Analysis, Financial Modeling, Income Statement, Accounting, Bookkeeping, Generally Accepted Accounting Principles (GAAP), Balance Sheet, Cash Flows, Financial Analysis, Accrual Accounting, Revenue Recognition, Business Acumen, Business Valuation, Working Capital, Income Tax, Excel Formulas

    Beginner · Course · 1 - 4 Weeks

  • G

    Google

    Project Planning: Putting It All Together

    Skills you'll gain: Project Management, Project Planning, Project Risk Management, Communication Planning, Project Documentation, Milestones (Project Management), Risk Management, Cost Management, Budgeting, Estimation, Timelines, Procurement, Technical Communication, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Creo Incubator

    Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Accounting, Financial Analysis, Financial Statements, Mergers & Acquisitions, Financial Modeling, Business Valuation, Financial Forecasting, Investments, Entrepreneurship, Fundraising

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of California, Santa Barbara

    Foundations of Financial Reporting

    Skills you'll gain: Financial Reporting, Generally Accepted Accounting Principles (GAAP), Financial Statements, Accrual Accounting, Bookkeeping, Balance Sheet, Accounting, General Ledger, Income Statement, Financial Analysis, Cash Flows, Transaction Processing

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Bookkeeping: Verify Financial Accuracy

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Illinois at Urbana-Champaign

    Financial Management Graduate Certificate

    Skills you'll gain: Business Strategy, Data Visualization, Data Storytelling, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Organizational Change, Audit Planning, Mergers & Acquisitions, Financial Statement Analysis, Project Closure, Risk Management, Social Determinants Of Health, Revenue Recognition, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • R

    Rice University

    Engineering Project Management: Initiating and Planning

    Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Project Management, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Planning, Project Planning, Requirements Management, Financial Analysis, Business Analysis, Case Studies, Peer Review

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Michigan

    Financial Technology (Fintech) Innovations

    Skills you'll gain: Payment Systems, FinTech, Blockchain, Payment Processing, Financial Inclusion, Mobile Banking, Emerging Technologies, Investment Management, Wealth Management, Asset Management, Banking, Fundraising, Capital Markets, Consumer Lending, Credit Risk, Financial Trading, Portfolio Management, Financial Systems, Financial Services, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Digital Content Planning and Management

    Skills you'll gain: Content Management, Digital Content, Target Audience, Content Strategy, Web Content, Digital Media Strategy, Marketing Planning, Content Performance Analysis, Content Creation, Content Marketing, Governance, Auditing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    89 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Colorado Boulder

    Project Planning and Machine Learning

    Skills you'll gain: Machine Learning Algorithms, Big Data, Product Development, Data Preprocessing, Analytics, File Systems, New Product Development, Data Analysis, Machine Learning, Internet Of Things, Supervised Learning, Product Planning, Unsupervised Learning, Data Storage, Project Planning, Systems Of Measurement, Staff Management

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    132 reviews

    Intermediate · Course · 1 - 4 Weeks

  • L

    L&T EduTech

    Project Management - Initiation and Planning

    Skills you'll gain: Scope Management, Work Breakdown Structure, Project Scoping, Feasibility Studies, Project Management Life Cycle, Contract Management, Change Control, Project Management, Change Management, Claims Processing, Project Planning, Organizational Structure, Project Implementation, Bidding

    4.8
    Rating, 4.8 out of 5 stars
    ·
    36 reviews

    Intermediate · Course · 1 - 4 Weeks

  • A

    Amazon Web Services

    Planning a Generative AI Project

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Risking, Communication

    4.5
    Rating, 4.5 out of 5 stars
    ·
    160 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Foundations of Financial Statement: Starweaver
  • Project Planning: Putting It All Together: Google
  • Financial Literacy & Fundraising Readiness: Creo Incubator
  • Foundations of Financial Reporting: University of California, Santa Barbara
  • Bookkeeping: Verify Financial Accuracy: Coursera
  • Financial Management Graduate Certificate: University of Illinois at Urbana-Champaign
  • Engineering Project Management: Initiating and Planning: Rice University
  • Financial Technology (Fintech) Innovations: University of Michigan
  • Digital Content Planning and Management: University of Illinois Urbana-Champaign
  • Project Planning and Machine Learning: University of Colorado Boulder

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