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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: New
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    J

    John Wiley & Sons

    Saving Strategies and Fraud Prevention

    Skills you'll gain: Asset Protection, Loss Prevention, Fraud detection, Deposit Accounts, Return On Investment, Investments, Estate Planning, Portfolio Risk, Financial Planning, Wealth Management, Risk Management, Risk Appetite, Asset Management, Risk Analysis, Risk Mitigation, Contingency Planning, Tax Planning, Account Strategy

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    J

    John Wiley & Sons

    Performance Management and Strategic Planning in Finance

    Skills you'll gain: Dashboard, Business Planning, Performance Measurement, Financial Management, Performance Metric, Business Strategies, Budgeting, Financial Forecasting, Performance Management, Strategic Leadership, Business Metrics, Strategic Planning, Forecasting, Market Analysis, Business Administration, Microsoft Excel, Strategic Decision-Making, Benchmarking, Innovation

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    E

    EDUCBA

    Financial Reporting and Cost Management Foundations

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Management Accounting, Revenue Recognition, Forecasting, Financial Analysis, Cost Accounting, Budget Management, Inventory Accounting, Financial Accounting, Budgeting, Performance Measurement, Variance Analysis, Cost Management, Business Systems Analysis, Data Mining, Analytics, Enterprise Resource Planning, Systems Analysis, Finance

    5
    Rating, 5 out of 5 stars
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    13 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Financial Reporting

    Skills you'll gain: Accrual Accounting, Accruals, 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, Standard Accounting Practices, Technical Accounting, Cash Flows, General Accounting, Accounts Payable

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    957 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    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, Accruals, Financial Reporting, Financial Analysis, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Nursing Leadership: Financial Management and Budgeting

    Skills you'll gain: Nursing Administration, Financial Forecasting, Financial Reporting, Budget Management, Variance Analysis, Financial Statements, Financial Data, Forecasting, Financial Statement Analysis, Nursing Management, Financial Acumen, Financial Management, Fiscal Management, Budgeting, Balance Sheet, Operating Budget, Management Reporting, Financial Analysis, Data-Driven Decision-Making, Return On Investment

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    R

    Rice University

    Finance for Non-Finance Professionals

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

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Statement Analysis, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Financial Planning, Return On Investment, Business Valuation, Corporate Finance, Mortgage Loans, Excel Formulas, Equities, Investments

    4.7
    Rating, 4.7 out of 5 stars
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    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    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, Financial Modeling, Investments, Portfolio Risk, Asset Management, Investment Management, Succession Planning, Risk Management, Risk Analysis, Case Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Operating Budget, Data Cleansing, Financial Modeling, Consolidation, Cost Management, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Mastering Money: Risk, Wealth, and Our Economy

    Skills you'll gain: Insurance, Portfolio Risk, Supply And Demand, Insurance Policies, Risk Management, Investments, Wealth Management, Risk Management Framework, Portfolio Management, Market Dynamics, Financial Planning, Investment Management, Finance, Economics, Asset Management, Financial Management, Economic Development, Behavioral Economics, Cost Benefit Analysis, Business Economics

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    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, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Audit Planning, Financial Data, Artificial Intelligence, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
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    271 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Saving Strategies and Fraud Prevention: John Wiley & Sons
  • Performance Management and Strategic Planning in Finance: John Wiley & Sons
  • Financial Reporting and Cost Management Foundations: EDUCBA
  • Financial Reporting: University of Illinois Urbana-Champaign
  • Accounting: Principles of Financial Accounting: IESE Business School
  • Nursing Leadership: Financial Management and Budgeting: Coursera
  • Finance for Non-Finance Professionals: Rice University
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Excel: Build Financial Budgets Fast: Coursera

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