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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


  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Madecraft

    Personal Finance Strategy

    Skills you'll gain: Budgeting, Budget Management, Prioritization, Goal Setting, Smart Goals, Expense Management, Cost Management, Cost Reduction, Wealth Management, Action Oriented, Resilience, Investments, Fiscal Management, Financial Planning, Tax Planning, Finance, Financial Acumen, Financial Services, Tax Management, Investment Management

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Analysis in Practice

    Skills you'll gain: Financial Modeling, Variance Analysis, Financial Statements, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Intelligence Software, Financial Forecasting, Power BI, Financial Analysis, Cash Flows, Cost Management, Spreadsheet Software, Balance Sheet, Financial Reporting, Microsoft Excel, Dashboard, Data Visualization, Key Performance Indicators (KPIs), Business Intelligence

    3.7
    Rating, 3.7 out of 5 stars
    ·
    7 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Financial Performance & Short-Term Planning

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Cash Management, Financial Forecasting, Financial Acumen, Financial Data, Balance Sheet, Cash Flow Forecasting, Budgeting, Budget Management, Business Metrics, Financial Management, Forecasting, Operating Budget, Financial Planning, Revenue Forecasting, Financial Accounting, Return On Investment, Working Capital

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Foundations of Financial Management

    Skills you'll gain: Business Management, Business Ethics, International Finance, Financial Management, Finance, Corporate Finance, General Finance, Organizational Structure, Ethical Standards And Conduct, Governance, Financial Planning, Financial Market, Stakeholder Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Retirement and Estate Planning

    Skills you'll gain: Estate Planning, Wealth Management, Financial Planning, Asset Protection, Benefits Administration

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Building Business Models and Financial Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Planning, Business Modeling, Financial Forecasting, Strategic Decision-Making, Corporate Strategy, Budgeting, Strategic Thinking, Financial Acumen, Business Strategies, Financial Analysis, Business Acumen, Business Strategy, Financial Reporting, Income Statement, Financial Planning, Financial Modeling, Balance Sheet, Business Marketing

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    Pearson

    Financial Markets, Interest Rates, and Financial Statements

    Skills you'll gain: Financial Market, Financial Systems, Finance, Capital Markets, General Finance, Financial Statements, Financial Management, Financial Statement Analysis, Financial Analysis, Financial Accounting, Equities, Financial Trading, Corporate Finance, Investments, Market Liquidity, Cash Flows, Balance Sheet, Income Statement, Securities Trading, Loans

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Financial Analysis & Investment Strategy Mastery

    Skills you'll gain: Financial Statement Analysis, Capital Budgeting, Financial Modeling, Working Capital, Financial Statements, Investment Banking, Cash Flows, Financial Analysis, Derivatives, Technical Analysis, Equities, Portfolio Management, Corporate Finance, Financial Trading, Financial Market, Market Dynamics, Capital Markets, Investments, Finance, Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    40 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Saving, Investing, Insurance, and Retirement Planning

    Skills you'll gain: Estate Planning, Portfolio Management, Investment Management, Asset Protection, Long Term Care, Portfolio Risk, Wealth Management, Financial Planning, Insurance Policies, Brokerage, Loss Prevention, Financial Market, International Finance, Asset Management, Real Estate, Property and Real Estate, Risk Management, Return On Investment, Risk Analysis, Growth Strategies

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Arizona

    Healthcare Accounting: Financial Planning & Capital Budgets

    Skills you'll gain: Operating Budget, Financial Analysis, Budgeting, Variance Analysis, Capital Budgeting, Budget Management, Management Accounting, Fiscal Management, Capital Expenditure, Financial Management, Cost Accounting, Accounting, Cost Management, Financial Accounting, Health Care Administration, Finance, Health Administration, Non-Profit Accounting, Healthcare Project Management, Healthcare Industry Knowledge

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Statement Analysis, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Return On Investment, Business Valuation, Corporate Finance, Capital Budgeting, Mortgage Loans, Excel Formulas, Equities, Investments

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Financial Planning Case Studies and Solutions

    Skills you'll gain: Wealth Management, Portfolio Management, Financial Planning, Investment Management, Financial Analysis, Investments, Portfolio Risk, Analysis, Case Studies, Customer Analysis, Financial Data, Goal Setting, Financial Forecasting, Financial Management, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

1…456…627

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

  • Personal Finance Strategy: Madecraft
  • Financial Analysis in Practice: Coursera
  • Financial Performance & Short-Term Planning: Pearson
  • Foundations of Financial Management: Pearson
  • Retirement and Estate Planning: Pearson
  • Building Business Models and Financial Strategies: John Wiley & Sons
  • Financial Markets, Interest Rates, and Financial Statements: Pearson
  • Financial Analysis & Investment Strategy Mastery: EDUCBA
  • Saving, Investing, Insurance, and Retirement Planning: John Wiley & Sons
  • Healthcare Accounting: Financial Planning & Capital Budgets: University of Arizona

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