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  • Financial Planning

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: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Beyond the Financials: Insights, Analysis and Valuations

    Skills you'll gain: Financial Reporting, Financial Forecasting, Business Valuation, Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Accounting, Analysis, Financial Modeling, Generally Accepted Accounting Principles (GAAP), Market Data, Business Strategy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Content Marketing, Balance Sheet, Profit and Loss (P&L) Management, Cash Flows, Registration, Web Servers

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Financial Management for Product Leaders

    Skills you'll gain: Financial Statements, Financial Modeling, Proposal Writing, Financial Accounting, Corporate Finance, Business Metrics, Business Valuation, Capital Budgeting, Entrepreneurial Finance, Financial Management, Cost Benefit Analysis, Project Finance, Finance, Return On Investment, Accounting and Finance Software, Product Management, Presentations, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
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    75 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Fundamentals of Finance

    Skills you'll gain: Cash Flow Forecasting, Banking

    4.7
    Rating, 4.7 out of 5 stars
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    199 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Financial Accounting Explained

    Skills you'll gain: Financial Reporting, Financial Statements, Accounting Software, Financial Accounting, Ledgers (Accounting), Financial Statement Analysis, Accounting Records, Accounting, Generally Accepted Accounting Principles (GAAP), Balance Sheet, Income Statement, Finance, Business Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    103 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Applying Investment Decision Rules for Startups

    Skills you'll gain: Capital Budgeting, Financial Analysis, Cost Benefit Analysis, Return On Investment, Investment Management, Financial Modeling, Cash Flows, Project Finance, Project Estimation, Decision Making, Depreciation, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
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    87 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Forecasting, Accounting, Financial Analysis, Forecasting, Financial Acumen, Financial Accounting, Financial Statements, Business Acumen, Business Management, Business Ethics, Organizational Strategy, Strategic Decision-Making

    4.7
    Rating, 4.7 out of 5 stars
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    322 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Financial Management Capstone

    Skills you'll gain: Peer Review, Financial Management, Financial Modeling, Financial Data, Financial Statement Analysis, Investment Management, Financial Analysis, Financial Forecasting, Data Storytelling, Mergers & Acquisitions, Cash Flows, Business Valuation, Case Studies, Risk Management, Corporate Strategy, Risk Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    138 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Financial Services, Financial Planning, Insurance, Communication, Payroll Administration, Administration, Tax Management, Equities, Training Programs, Employee Retention, Employee Engagement

    4.9
    Rating, 4.9 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yunus Social Business Fund Bengaluru

    Financial Markets and Instruments

    Skills you'll gain: Financial Market, Decision Making, Finance, Business Valuation, Capital Markets, Return On Investment, Equities, Securities (Finance), Corporate Finance, Financial Analysis, Investments, Risk Analysis, Economics, Policy, and Social Studies, Cash Flows

    4.9
    Rating, 4.9 out of 5 stars
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    11 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Valuation & Strategic Finance

    Skills you'll gain: Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flows, Competitive Analysis, Financial Modeling, Investment Management, Finance, Capital Budgeting, Financial Forecasting, Market Analysis

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Practical Finance for Entrepreneurial Creatives

    Skills you'll gain: Business Planning, Risk Management, Entrepreneurial Finance, Insurance, Entrepreneurship, Cash Management, Business Strategy, Feasibility Studies, Financial Planning, Budgeting, Credit Risk, Financial Management, Investments, Loans, Intellectual Property

    Mixed · Course · 1 - 3 Months

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

  • Beyond the Financials: Insights, Analysis and Valuations: University of Illinois Urbana-Champaign
  • Financial & Technical Skills for Business Success: Packt
  • Financial Management for Product Leaders: University of Maryland, College Park
  • Fundamentals of Finance: University of California, Irvine
  • Financial Accounting Explained: Coursera
  • Applying Investment Decision Rules for Startups: Yonsei University
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Financial Management Capstone: University of Illinois Urbana-Champaign
  • Benefits: Financial Protection, Growth & Assistance: Automatic Data Processing, Inc. (ADP)
  • Financial Markets and Instruments: Yunus Social Business Fund Bengaluru

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