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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.

Popular Financial Planning Courses and Certifications


  • A

    Automatic Data Processing, Inc. (ADP)

    Payroll and Tax Fundamentals

    Skills you'll gain: Tax, Payment Systems, Compensation Management, Tax Laws

    4.7 stars, 151 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.7 (151) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • S

    Saïd Business School, University of Oxford

    Sustainable Finance: Products, Instruments and Future Trends

    Skills you'll gain: Sustainable Business, Sustainable Development, Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Sustainability Reporting, Social Impact, Finance, Stakeholder Engagement, Financial Services, Financial Systems, Case Studies, Corporate Strategy, Financial Analysis, Investments, Return On Investment, Loans, Risk Management

    4.8 stars, 60 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (60) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • S

    Stanford Online

    Giving 2.0: The MOOC

    Skills you'll gain: Philanthropy, Resource Utilization, Social Impact, Program Evaluation, Lifelong Learning, Collaboration, Strategic Decision-Making, Decision Making, Planning, Entrepreneurship, Research

    4.6 stars, 218 reviews, Mixed, Course, 1 - 3 Months

    ★ 4.6 (218) · Mixed · Course · 1 - 3 Months

    Category: Free
    Free
  • U

    Universidad Nacional Autónoma de México

    Evaluación de inversiones en Bienes de Capital

    Skills you'll gain: Capital Budgeting, Capital Expenditure, Financial Analysis, Return On Investment, Financial Modeling, Investment Management, Business Valuation, Fixed Asset, Project Finance, Financial Statement Analysis, International Finance, Financial Statements, Corporate Finance, Financial Forecasting, Risk Management, Risk Analysis

    4.2 stars, 470 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.2 (470) · Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    Universidade de São Paulo

    Introdução à Análise Macroeconômica

    Skills you'll gain: Economics, Financial Policy, Financial Systems, Financial Market, International Finance, Business Economics, Tax, Economic Development, Fiscal Management, Investments, Policy Analysis, Market Dynamics, Analysis, Supply And Demand, Consumer Behaviour, Expectation Management

    4.8 stars, 345 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.8 (345) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • E

    EDUCBA

    Master US GAAP: Analyze Foundations & Codification

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Accounting, Standard Accounting Practices, General Accounting, Technical Accounting, Financial Reporting, Specialized Accounting, Accounting, Corporate Accounting, Financial Statements, Financial Statement Analysis, Finance

    4.6 stars, 24 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.6 (24) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • Y

    Yonsei University

    Spatial Data Science and Applications

    Skills you'll gain: Spatial Data Analysis, Spatial Analysis, Geospatial Information and Technology, Geographic Information Systems, Geospatial Mapping, GIS Software, Database Management Systems, Big Data, Database Systems, Apache Hadoop, Data Modeling, PostgreSQL, Network Analysis

    4.5 stars, 532 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.5 (532) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
  • C

    Coursera

    GenAI for Fraud Detection and Compliance

    Skills you'll gain: Fraud detection, Generative AI, Regulatory Compliance, Generative Model Architectures, Responsible AI, Law, Regulation, and Compliance, Compliance Management, Governance, Business Risk Management, Risk Management, Data Ethics, Financial Regulation, Anomaly Detection, AI Security, Generative Adversarial Networks (GANs), Risk Mitigation, Model Training

    4.3 stars, 46 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.3 (46) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • P

    Packt

    Certified Associate in Project Management (CAPM)

    Skills you'll gain: Stakeholder Management, Project Controls, Project Documentation, Business Analysis Tools, Stakeholder Communications, Project Coordination, Requirements Management, Earned Value Management, Project Performance, Team Oriented, Plan Execution, Risk Management, Acceptance Testing, Product Management, Ethical Standards And Conduct, Kanban Principles, Waterfall Methodology, Team Leadership, Project Schedules, Communication Planning

    4.6 stars, 94 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 4.6 (94) · Intermediate · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    Universiteit Leiden

    Risk in Modern Society

    Skills you'll gain: Risk Management, Operational Risk, Risk Mitigation, Risk Analysis, Safety and Security, Hazard Analysis, Cybersecurity, Environmental Issue, Public Health

    4.7 stars, 228 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (228) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • I

    Institute for the Future

    Collaborative Foresight: How to Game the Future

    Skills you'll gain: Forecasting, Systems Thinking, Responsible AI, Strategic Thinking, Game Theory, Creative Problem-Solving, Creative Thinking, Collaboration, Interviewing Skills, Emerging Technologies, Ideation, Strategic Planning, Innovation, Ethical Standards And Conduct, Business Ethics, Creativity, Empathy & Emotional Intelligence

    4.8 stars, 312 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (312) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    Universidad Nacional Autónoma de México

    Crédito y cobranza

    Skills you'll gain: Payment Processing and Collection, Credit Risk, Lending and Underwriting, Commercial Lending, Loans, Organizational Structure, Financial Analysis, General Lending, Risk Mitigation, Organizational Effectiveness, Accounts Receivable, Financial Policy, Risk Control, Business Risk Management, Administration, Ancient History

    4.8 stars, 115 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (115) · Beginner · Course · 1 - 3 Months

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

  • Payroll and Tax Fundamentals: Automatic Data Processing, Inc. (ADP)
  • Sustainable Finance: Products, Instruments and Future Trends: Saïd Business School, University of Oxford
  • Giving 2.0: The MOOC: Stanford Online
  • Evaluación de inversiones en Bienes de Capital: Universidad Nacional Autónoma de México
  • Introdução à Análise Macroeconômica: Universidade de São Paulo
  • Master US GAAP: Analyze Foundations & Codification: EDUCBA
  • Spatial Data Science and Applications: Yonsei University
  • GenAI for Fraud Detection and Compliance: Coursera
  • Certified Associate in Project Management (CAPM): Packt
  • Risk in Modern Society: Universiteit Leiden

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