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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
    J

    John Wiley & Sons

    Talent Acquisition and Onboarding Excellence

    Skills you'll gain: Talent Acquisition, Full Cycle Recruitment, Recruitment Strategies, Recruitment, Interviewing Skills, Employee Onboarding, Talent Pipelining, New Hire Orientations, Talent Sourcing, Human Resources Management and Planning, Talent Management, Human Resources, Applicant Tracking Systems, Job Analysis, Legal Risk, Employee Engagement, Resource Management, Diversity and Inclusion, Law, Regulation, and Compliance

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Pontificia Universidad CatĂ³lica de Chile

    AnĂ¡lisis Financiero

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Accounting, Income Statement, Financial Analysis, Balance Sheet, Financial Reporting, Capital Budgeting, Project Finance, Accruals, Cash Flows, Return On Investment, Financial Modeling, Investment Management, Capital Markets, Equities, Corporate Tax, Finance, Investments, Corporate Finance

    4.9
    Rating, 4.9 out of 5 stars
    ·
    810 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Financial Analysis, Financial Statement Analysis, Finance, Financial Statements, Financial Modeling, Return On Investment, Capital Budgeting, Corporate Finance, Balance Sheet, Business Valuation, Cash Flow Forecasting, Cash Flows, Financial Forecasting, Working Capital, Performance Measurement, Private Equity, Performance Analysis, Risk Management, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Introduction to Research for Essay Writing

    Skills you'll gain: Organizational Skills, Research, Writing, Report Writing, Research Reports, Research Methodologies, Critical Thinking, Writing and Editing, Planning, Grammar, Persuasive Communication, Style Guides, Descriptive Statistics

    4.7
    Rating, 4.7 out of 5 stars
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    1.2K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Virginia

    Aspectos bĂ¡sicos de la planificaciĂ³n y la gestiĂ³n de proyectos

    Skills you'll gain: Stakeholder Analysis, Project Management Life Cycle, Planning, Project Risk Management, Risk Management, Project Planning, Project Implementation, Project Management, Project Schedules, Earned Value Management, Project Scoping, Risk Mitigation, Project Controls, Stakeholder Management, Risk Analysis, Plan Execution, Agile Methodology, Dependency Analysis, Kanban Principles

    4.8
    Rating, 4.8 out of 5 stars
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    767 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    Universidad Austral

    Finanzas Corporativas

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Modeling, Corporate Finance, Risk Modeling, Finance, Financial Management, Financial Analysis, Income Statement, Balance Sheet, Capital Budgeting, Risk Analysis, Financial Planning, Cash Flow Forecasting, Risk Management, Investments, Financial Forecasting, Cash Flows, Return On Investment, Equities

    4.7
    Rating, 4.7 out of 5 stars
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    556 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis I: The Role of Accounting as an Information System

    Skills you'll gain: Financial Accounting, Balance Sheet, Financial Reporting, Revenue Recognition, Income Statement, Financial Statements, Generally Accepted Accounting Principles (GAAP), Contract Accounting, Financial Statement Analysis, Accounting, Cash Flows, General Accounting, Standard Accounting Practices, Financial Analysis, International Financial Reporting Standards

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    739 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Sage Publications

    Foundations of Strategic Marketing and Leadership

    Skills you'll gain: Marketing Planning, Strategic Marketing, Campaign Planning, Marketing Management, Target Market, Consumer Behaviour, Strategic Leadership, Marketing Strategies, Customer experience improvement, Marketing Strategy and Techniques, Value Propositions, Business Leadership, Marketing Effectiveness, Customer experience strategy (CX), Organizational Leadership, Marketing Psychology, Leadership and Management, Strategic Planning, Decision Making, Consumer Lending

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    Software Engineering

    Skills you'll gain: Software Design Patterns, Requirements Analysis, White-Box Testing, Software Architecture, Acceptance Testing, Software Development Methodologies, Unified Modeling Language, Software Development Life Cycle, Configuration Management, Software Quality Assurance, Debugging, Software Quality (SQA/SQC), Software Engineering, Software Testing, Object Oriented Design, Functional Requirement, Data Modeling, Systems Design, Project Management, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    681 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Tax Analyst with AI Skills

    Skills you'll gain: Tax Preparation, Tax Compliance, Prompt Engineering, Income Tax, Corporate Tax, Tax Returns, Operational Analysis, Operational Excellence, Tax Management, Responsible AI, Tax Laws, Corporate Accounting, Audit Working Papers, Stakeholder Communications, Microsoft Excel, Financial Data, ChatGPT, Research, Generative AI, Ethical Standards And Conduct

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Chegg Skills

    Team Leadership Essentials

    Skills you'll gain: Employee Coaching, Talent Acquisition, Talent Recruitment, Leadership Development, Team Leadership, Employee Performance Management, Talent Management, Recruitment Strategies, Mentorship, Leadership, Employee Engagement, Smart Goals, Team Management, Performance Management, Strategic Planning, Goal Setting, Coaching, Problem Solving, Collaboration, Business Communication

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Intellectual Property Law

    Skills you'll gain: Intellectual Property, Branding, Brand Marketing, Brand Strategy, Legal Strategy, Brand Management, Case Law, Packaging and Labeling, Asset Protection, Legal Risk, Regulation and Legal Compliance, Case Studies, Asset Management, Law, Regulation, and Compliance, Marketing, Innovation, Strategic Thinking, Business Strategy, Economics, Policy, and Social Studies, Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.7K reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Talent Acquisition and Onboarding Excellence: John Wiley & Sons
  • AnĂ¡lisis Financiero: Pontificia Universidad CatĂ³lica de Chile
  • Corporate Finance I: Measuring and Promoting Value Creation: University of Illinois Urbana-Champaign
  • Introduction to Research for Essay Writing: University of California, Irvine
  • Aspectos bĂ¡sicos de la planificaciĂ³n y la gestiĂ³n de proyectos: University of Virginia
  • Finanzas Corporativas: Universidad Austral
  • Accounting Analysis I: The Role of Accounting as an Information System: University of Illinois Urbana-Champaign
  • Foundations of Strategic Marketing and Leadership: Sage Publications
  • Software Engineering: The Hong Kong University of Science and Technology
  • Tax Analyst with AI Skills: Coursera

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