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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: Free Trial
    Free Trial
    U

    University of Pennsylvania

    The Materiality of ESG Factors

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Risk Analysis, Risk Management, Portfolio Risk, Case Studies, Business Risk Management, Stakeholder Management, Corporate Sustainability, Governance, Investment Management, Portfolio Management, Diversity and Inclusion, Stakeholder Analysis, Corporate Strategy, Waste Minimization, Sustainable Business, Investments, Climate Change Adaptation, Equities, Finance

    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
    C

    Coursera

    Product Strategy in the age of GenAI

    Skills you'll gain: Product Lifecycle Management, Product Flow Diagram, Competitive Analysis, Product Strategy, Innovation, Design Thinking, Process Flow Diagrams, Ideation, New Product Development, Customer Insights, Go To Market Strategy, Product Management, Product Development, Product Planning, Strategic Prioritization, AI Product Strategy, Market Analysis, Prototyping, Generative AI, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    121 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
    Preview
    U

    UNSW Sydney (The University of New South Wales)

    How to Validate your Startup Idea

    Skills you'll gain: Entrepreneurship, Financial Modeling, Financial Statements, Value Propositions, Income Statement, New Product Development, Business Modeling, Business Development, Market Opportunities, Investment Management, Lean Methodologies, Strategic Partnership, Persona Development, Customer Analysis, Presentations

    4.1
    Rating, 4.1 out of 5 stars
    ·
    150 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
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    S

    SkillsBooster Academy

    AI Sound Generation for Business Communication

    Skills you'll gain: Generative AI, AI Product Strategy, Brand Strategy, Content Creation, Business Communication, Storytelling, Media Production, Brand Awareness, Social Media Content, Digital Design, Business Ethics, Marketing Communications, Creative Thinking, Influencing, Business Transformation, Entrepreneurship, Creative Problem-Solving, Media and Communications, Customer Engagement, Digital Marketing

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tally Education and Distribution Services Private Limited

    Principles of Accounts Payable and Receivable Management

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Bookkeeping, Budgeting, Inventory Management System, Order Management, Accounting, Inventory Control, Cost Management, Financial Reporting, Sales Support, Profit and Loss (P&L) Management, Financial Accounting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    69 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Addiction Treatment: Clinical Skills for Healthcare Providers

    Skills you'll gain: Health Disparities, Motivational Interviewing, Substance Abuse, Patient-centered Care, Medication Therapy Management, Mental and Behavioral Health, Social Determinants Of Health, Patient Education And Counseling, Psychiatry, Pharmacotherapy, Psychotherapy, Treatment Planning, Health Policy, Care Coordination, Clinical Assessment

    4.9
    Rating, 4.9 out of 5 stars
    ·
    2K reviews

    Beginner · Course · 1 - 3 Months

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

    Edureka

    Building Multi-Agent Systems using LangGraph and Autogen

    Skills you'll gain: AI Workflows, AI Orchestration, Agentic Workflows, Model Deployment, AI Security, Decision Making

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
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    C

    Coursera

    Align, Analyze, and Communicate: AI Projects

    Skills you'll gain: Stakeholder Communications, Discussion Facilitation, Strategic Communication, Project Coordination, Stakeholder Engagement, Analysis, Project Scoping, Process Mapping

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Security and Regulation (RegTech)

    Skills you'll gain: Financial Regulation, Financial Regulations, Bank Regulations, FinTech, Financial Services, Financial Industry Regulatory Authorities, Mobile Banking, Regulatory Requirements, Fraud detection, Data Security, Cybersecurity, Insurance, Blockchain, Digital Forensics

    4.7
    Rating, 4.7 out of 5 stars
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    313 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Technical University of Munich (TUM)

    Basics of Cost Accounting: Product Costing

    Skills you'll gain: Cost Accounting, Management Accounting, Cost Management, Accounting, Product Planning, Resource Allocation, Depreciation, Production Process, Financial Accounting, Operating Expense

    4.7
    Rating, 4.7 out of 5 stars
    ·
    184 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad Católica de Chile

    Evaluación de Proyectos de Inversión

    Skills you'll gain: Financial Analysis, Capital Budgeting, Project Finance, Return On Investment, Financial Modeling, Investment Management, Cash Flows, Project Risk Management, Feasibility Studies, Risk Analysis, Corporate Strategy, Business Strategy

    4.9
    Rating, 4.9 out of 5 stars
    ·
    569 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Website Development Mastery

    Skills you'll gain: Web Analytics and SEO, Content Management Systems, Web Design, Web Analytics, Supplier Management, Web Design and Development, E-Commerce, WordPress, Search Engine Optimization, No-Code Development, Blogs, Retail Management, Order Management, Web Content, Web Development, Marketing Strategies, Order Management Systems, Shipping and Receiving, Web Frameworks, Web Development Tools

    Beginner · Specialization · 3 - 6 Months

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

  • The Materiality of ESG Factors: University of Pennsylvania
  • Product Strategy in the age of GenAI: Coursera
  • How to Validate your Startup Idea: UNSW Sydney (The University of New South Wales)
  • AI Sound Generation for Business Communication: SkillsBooster Academy
  • Principles of Accounts Payable and Receivable Management : Tally Education and Distribution Services Private Limited
  • Addiction Treatment: Clinical Skills for Healthcare Providers: Yale University
  • Building Multi-Agent Systems using LangGraph and Autogen: Edureka
  • Align, Analyze, and Communicate: AI Projects: Coursera
  • FinTech Security and Regulation (RegTech): The Hong Kong University of Science and Technology
  • Basics of Cost Accounting: Product Costing: Technical University of Munich (TUM)

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