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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


  • L

    Logical Operations

    Finance and Budgeting Essentials for Business Professionals

    Skills you'll gain: Balance Sheet, Income Statement, Financial Statements, Financial Acumen, Operating Budget, Budget Management, Financial Data, Financial Accounting, Financial Analysis, Budgeting, Balancing (Ledger/Billing), Financial Management, Profit and Loss (P&L) Management, Corporate Finance, Cash Flows, Financial Planning, Finance, Cash Management, General Finance, Decision Making

    Mixed · Course · 1 - 3 Months

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

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

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

    ★ 4.6 (41) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Build toward a degree
    Build toward a degree
  • S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    ★ 4.7 (63) · Beginner · Course · 1 - 4 Weeks

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

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Risk Management, Wealth Management, Financial Planning, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Case Studies, Innovation

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: Timelines, Return On Investment, Financial Statements, Financial Analysis, Balance Sheet, Construction Management, Capital Expenditure, Operating Cost, Income Statement, Cash Flow Forecasting, Microsoft Excel, Scheduling, Cash Flows, Revenue Forecasting

    ★ 4.4 (13) · Intermediate · Course · 1 - 3 Months

    Category: Credit offered
    Credit offered
  • S

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statements, Financial Acumen, Decision Making, Cost Benefit Analysis, Personal Development, Critical Thinking, Stress Management, Mindfulness

    Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • C

    Coursera

    GenAI for Financial Controllers: Boosting Budget Accuracy

    Skills you'll gain: Financial Data, Financial Forecasting, Management Reporting, Dashboard, Budgeting, Financial Management, Predictive Modeling, Advanced Analytics, Forecasting, Power BI, AI Enablement, Generative AI, Tableau Software, Financial Modeling, Artificial Intelligence, Microsoft Excel, Financial Analysis, Data Visualization Software, Automation, Data Visualization

    Intermediate · Course · 1 - 4 Weeks

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

    Edureka

    Modern Financial Operations(FinOps) with Generative AI

    Skills you'll gain: Accounts Payable and Receivable, Accounting and Finance Software, Financial Data, Make.com, Financial Forecasting, Financial Management, Credit Risk, Generative AI, Financial Controls, Financial Analysis, Finance, Billing & Invoicing, Financial Auditing, Artificial Intelligence, ChatGPT, Accounting, Tax Compliance, Tax Management, Automation, No-Code Development

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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 (106) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Credit offered
    Credit offered
  • M

    Macquarie University

    Corporate finance: Know your numbers 2

    Skills you'll gain: Capital Budgeting, Financial Management, Corporate Finance, Business Valuation, Financial Modeling, Performance Measurement, Financial Analysis, Risk Analysis, Equities, Return On Investment, Cash Flows, Case Studies, Working Capital

    ★ 3.7 (39) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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 (77) · Beginner · Course · 1 - 4 Weeks

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

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Financial Services, Compensation Management, Employee Retirement Income Security Act, Insurance, Communication, Technical Communication, Administration, Program Evaluation, Employee Engagement

    ★ 4.9 (14) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…8910…469

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

  • Finance and Budgeting Essentials for Business Professionals: Logical Operations
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Risk Management in Personal Finance: SoFi
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research
  • GenAI for Financial Controllers: Boosting Budget Accuracy: Coursera
  • Modern Financial Operations(FinOps) with Generative AI: Edureka
  • Financial Accounting Explained: Coursera
  • Corporate finance: Know your numbers 2: Macquarie University

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