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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


  • R

    Rice University

    Finance for Non-Finance Professionals

    Skills you'll gain: Capital Budgeting, Cash Flows, Finance, Financial Analysis, Business Valuation, Return On Investment, Financial Management, Corporate Finance, Case Studies, Investment Management, Risk Analysis, Financial Accounting, Capital Markets

    ★ 4.8 (2.8K) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    ★ 4.7 (429) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Portfolio Management & Investment Analysis Mastery

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Financial Budgeting: Analyze & Apply Planning Tools

    Skills you'll gain: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Financial Analysis, Cash Flows, Financial Planning, Cash Flow Forecasting, Return On Investment, Cost Benefit Analysis, Investments, Decision Making

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

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • E

    EDUCBA

    Apply Budgeting and Forecasting Fundamentals

    Skills you'll gain: Budget Management, Budgeting, Forecasting, Financial Forecasting, Operating Budget, Cost Management, Financial Management, Cost Accounting, Cash Flow Forecasting, Financial Statements, Business Ethics, Variance Analysis, Income Statement, Case Studies, Balance Sheet, Cash Flows

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Financial Management

    Skills you'll gain: Revenue Recognition, Peer Review, Credit Risk, Mergers & Acquisitions, Financial Analysis, Accrual Accounting, Financial Statement Analysis, Cash Flows, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Finance, Financial Modeling, Investments, Return On Investment, Generally Accepted Accounting Principles (GAAP), Financial Management, Portfolio Management, Risk Management

    ★ 4.7 (7K) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • C

    Coursera

    AI-Powered Finance: Forecasting, Planning & Reporting

    Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Tax Management, Large Language Modeling, LLM Application, Auditing, Portfolio Risk, Portfolio Management, Tax Compliance, Generative AI, Income Tax, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Financial Data, Artificial Intelligence, Risk Management

    ★ 4.3 (247) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Financial Reporting

    Skills you'll gain: Accrual Accounting, Financial Reporting, Financial Accounting, Balance Sheet, Revenue Recognition, Inventory Accounting, Financial Statement Analysis, Income Statement, Financial Statements, Depreciation, Generally Accepted Accounting Principles (GAAP), Contract Accounting, Accounting, Cash Control, Peer Review, General Accounting, Cash Flows, Asset Management, Accounts Payable, Accruals

    ★ 4.7 (946) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • U

    University of Illinois Urbana-Champaign

    Investing and Building Wealth

    Skills you'll gain: Portfolio Risk, Return On Investment, Economics

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Cash Management

    ★ 4.8 (3.3K) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    ★ 4.6 (244) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Alternatives as We Age: Retirement and Legacy Planning

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Land Management, Financial Planning, Real Estate, Financial Modeling, Tax Planning, Investments, Investment Management, Succession Planning, Risk Management, Case Studies

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…567…469

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

  • Finance for Non-Finance Professionals: Rice University
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Portfolio Management & Investment Analysis Mastery: EDUCBA
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Apply Budgeting and Forecasting Fundamentals: EDUCBA
  • Financial Management: University of Illinois Urbana-Champaign
  • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera
  • Financial Reporting: University of Illinois Urbana-Champaign
  • Investing and Building Wealth: University of Illinois Urbana-Champaign
  • Accounting: Principles of Financial Accounting: IESE Business School

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