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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.


More to explore:

Popular Financial Planning Courses and Certifications


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    U

    University of Illinois Urbana-Champaign

    Introduction to Finance: The Basics

    Skills you'll gain: Financial Statements, Cash Flows, Financial Analysis, Finance, Income Statement, Balance Sheet, Corporate Finance, Financial Management, Financial Planning, Business, Business Management, Organizational Structure, Leadership and Management

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    542 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    E

    ESSEC Business School

    Hotel Management: Distribution, Revenue and Demand Management

    Skills you'll gain: Revenue Management, Hospitality Management, Competitive Analysis, Digital Marketing, Data-Driven Decision-Making, Stakeholder Communications, Forecasting, Budgeting, Demand Generation, Hotel Operations, Asset Management, Hospitality, Marketing, Financial Forecasting, Strategic Marketing, Target Market, Financial Analysis, Strategic Planning, Marketing Channel, Business Modeling

    4.6
    Rating, 4.6 out of 5 stars
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    2.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
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    G

    Goldman Sachs

    Fundamentals of Business Finance, with Goldman Sachs 10,000 Women

    Skills you'll gain: Financial Statements, Financial Acumen, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Analysis, Small Business Accounting, Business Acumen, Financial Accounting, Entrepreneurial Finance, Business Metrics, Business Planning

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Analyze and Build a Private Equity LBO Case Study

    Skills you'll gain: Private Equity, Case Studies, Financial Modeling, Financial Statements, Investment Banking, Income Statement, Balance Sheet, Financial Analysis, Corporate Finance, Investments, Cash Flows, Return On Investment

    Beginner · Course · 1 - 4 Weeks

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    L

    Logical Operations

    Project Management: Reporting and Closing Projects

    Skills you'll gain: Sprint Retrospectives, Project Closure, Stakeholder Management, Project Performance, Project Coordination, Stakeholder Engagement, Project Management, Stakeholder Communications, Agile Project Management, Solution Delivery, Sprint Planning, Project Planning, Microsoft Excel, Communication, Team Leadership, Procurement, Microsoft Office, Leadership, Microsoft Word, Leadership Development

    Mixed · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Analyze Investment Banking Operations: Fixed Income & FX

    Skills you'll gain: Financial Market, Risk Mitigation, Cash Management, Capital Markets, Financial Analysis, Financial Systems, Market Liquidity, Financial Trading, Analysis, Risk Management, Risk Management Framework, Risk Modeling, Market Data, Lending and Underwriting, Market Trend, Investment Banking, Investment Management, Fixed Asset, Return On Investment, Portfolio Risk

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    R

    Rutgers the State University of New Jersey

    Supply Chain Analytics

    Skills you'll gain: Competitive Intelligence, Demand Planning, Strategic Sourcing, Competitive Analysis, Customer Demand Planning, Data Storytelling, Procurement, Supplier Management, Supply Chain, Regression Analysis, Supplier Performance Management, Inventory Control, Business Analytics, Data Collection, Supply Management, Supply Chain Management, Business Intelligence, Materials Management, Strategic Decision-Making, Data Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    2.3K reviews

    Beginner · Specialization · 3 - 6 Months

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    L

    Logical Operations

    Project Management: Teams, Procurements, and Execution

    Skills you'll gain: Vendor Management, Team Management, Project Management, Project Implementation, Vendor Relationship Management, Procurement, Team Building, Project Scoping, Scope Management, Conflict Management, Team Leadership, Agile Project Management, Project Risk Management, Project Planning, Leadership, Leadership Development, Change Control, Microsoft Office, Microsoft Excel, Microsoft Word

    Mixed · Course · 1 - 4 Weeks

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    K

    Kennesaw State University

    Growing Your Core Business with Jagdish Sheth

    Skills you'll gain: Market Opportunities, Growth Strategies, Corporate Strategy, Business Development, Business Strategy, Strategic Marketing, Market Analysis, New Product Development, Portfolio Management, Case Studies, Cash Flows, Financial Analysis

    Beginner · Course · 1 - 4 Weeks

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    U

    University of Virginia

    Managerial Accounting Fundamentals

    Skills you'll gain: Management Accounting, Cost Accounting, Operating Cost, Cost Benefit Analysis, Cost Management, Budget Management, Financial Accounting, Financial Data, Financial Analysis, Decision Making, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
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    846 reviews

    Beginner · Course · 1 - 4 Weeks

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    E

    Erasmus University Rotterdam

    Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

    Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Strategic Thinking, Financial Analysis, Business Strategy, Return On Investment, Investment Banking, Cash Flows, Corporate Finance, Competitive Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    1.4K reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Assess for Success: Marketing Analytics and Measurement

    Skills you'll gain: Media Planning, Spreadsheet Software, A/B Testing, Return On Investment, Marketing Analytics, Key Performance Indicators (KPIs), Google Analytics, Pivot Tables And Charts, Performance Measurement, Performance marketing, Digital Marketing, Data Presentation, Google Ads, Marketing Budgets, Marketing, Web Analytics and SEO, Data Analysis, Stakeholder Communications

    4.6
    Rating, 4.6 out of 5 stars
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    2.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Introduction to Finance: The Basics: University of Illinois Urbana-Champaign
  • Hotel Management: Distribution, Revenue and Demand Management: ESSEC Business School
  • Fundamentals of Business Finance, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Analyze and Build a Private Equity LBO Case Study: EDUCBA
  • Project Management: Reporting and Closing Projects: Logical Operations
  • Analyze Investment Banking Operations: Fixed Income & FX: EDUCBA
  • Supply Chain Analytics: Rutgers the State University of New Jersey
  • Project Management: Teams, Procurements, and Execution: Logical Operations
  • Growing Your Core Business with Jagdish Sheth: Kennesaw State University
  • Managerial Accounting Fundamentals: University of Virginia

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