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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
    P

    Politecnico di Milano

    Project Management: Beyond planning and control

    Skills you'll gain: Organizational Structure, Project Management, Innovation, Team Management, Project Coordination, Business Priorities, Business Process Management, Conflict Management, Change Management, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    192 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Planning & Execution plan in Heavy Lifting

    Skills you'll gain: Construction Engineering, Construction, Engineering Management, Equipment Design, Construction Management, Engineering Practices, Architecture and Construction, Safety Standards, Structural Engineering, Engineering Calculations, Hazard Analysis, Personal protective equipment

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Fintech: Foundations & Applications of Financial Technology

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Blockchain, Cryptography, Credit/Debit Card Processing, Digital Assets, Financial Services, Payment Processing, Investments, Lending and Underwriting, Investment Management, Technology Strategies, Emerging Technologies, Risk Analysis, Asset Management, Financial Market, Market Analysis, Fraud detection

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Planning with Climate Change in Mind

    Skills you'll gain: Climate Change Adaptation, Corporate Sustainability, Environmental Resource Management, Climate Change Mitigation, Environment, Community Development, Water Resource Management, Risk Analysis, Environmental Science, Sustainability Reporting, Energy and Utilities, Case Studies

    4.9
    Rating, 4.9 out of 5 stars
    ·
    75 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Simplilearn

    Generative AI in Project Planning Training

    Skills you'll gain: Risk Analysis, Agile Methodology, Case Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    BIM Fundamentals: Smarter Building Design & Planning

    Skills you'll gain: Autodesk Revit, Building Information Modeling, Document Management, Construction, Engineering Documentation, Architectural Drawing, Project Coordination, Computer-Aided Design, Digital Transformation, Architectural Design, Collaboration, 3D Modeling, Data Management, Data Modeling, Coordination, Data Visualization

    4.2
    Rating, 4.2 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    Tally Education and Distribution Services Private Limited

    Financial Business Accounting and MIS Reports

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Ledgers (Accounting), Accounting, Financial Accounting, Sales Tax, Financial Statements, Bookkeeping, International Finance, Invoicing, Inventory Management System, Cash Handling, Tax Compliance, Reconciliation, Payment Systems, Banking, Corporate Tax

    4.6
    Rating, 4.6 out of 5 stars
    ·
    51 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    N

    Northeastern University

    Strategic Info Systems: Planning & Business Alignment

    Skills you'll gain: Scope Management, Requirements Management, Project Scoping, Project Documentation, Change Control, Project Planning, Agile Methodology, Strategic Planning, Project Management Life Cycle, Project Management, Business Planning, Systems Thinking, Risk Management, Stakeholder Communications

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business and Financial Modeling Capstone

    Skills you'll gain: Portfolio Management, Financial Modeling, Presentations, Microsoft PowerPoint, Investment Management, Business Modeling, Data Modeling, Quantitative Research, Business Analytics, Risk Modeling, Financial Data, Microsoft Excel, Financial Analysis, Regression Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    518 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Cost Benefit Analysis, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Cash Flows, Balance Sheet, Microsoft Excel, Financial Management, Investment Management, Financial Forecasting, Case Studies, Forecasting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    504 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Maryland, College Park

    Risk Management Planning with Expert Judgement

    Skills you'll gain: Risk Analysis, Project Risk Management, Construction Management, Project Design, Quality Assurance, Project Planning, Contract Management, Project Coordination, Project Management, Team Oriented, Cost Management, Decision Making

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize Planning

    Skills you'll gain: Sprint Retrospectives, Kanban Principles, Sprint Planning, Agile Project Management, Lean Methodologies, Risk Management, Agile Software Development, Agile Methodology, Workflow Management, Backlogs, Project Planning, Performance Metric, Team Performance Management, Release Management, Scrum (Software Development), User Story, Continuous Improvement Process, Continuous Integration, Stakeholder Engagement, Decision Making

    Mixed · Course · 1 - 4 Weeks

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

  • Project Management: Beyond planning and control: Politecnico di Milano
  • Planning & Execution plan in Heavy Lifting: L&T EduTech
  • Fintech: Foundations & Applications of Financial Technology: University of Pennsylvania
  • Planning with Climate Change in Mind: University of Colorado Boulder
  • Generative AI in Project Planning Training: Simplilearn
  • BIM Fundamentals: Smarter Building Design & Planning: Coursera
  • Financial Business Accounting and MIS Reports : Tally Education and Distribution Services Private Limited
  • Strategic Info Systems: Planning & Business Alignment: Northeastern University
  • Wharton Business and Financial Modeling Capstone: University of Pennsylvania
  • Valuation and Financial Analysis For Startups: Yonsei University

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