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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


  • K

    Kennesaw State University

    Career Planning: A Pathway to Employment

    Skills you'll gain: LinkedIn, Interviewing Skills, Social Media, Social Media Strategy, Professional Networking, Social Media Content, Strategic Communication, Communication, Negotiation, Job Analysis, Writing, Professionalism, Business Writing, Decision Making

    ★ 4.7 (200) · Beginner · Course · 1 - 3 Months

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

    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Investments, Portfolio Management, Financial Market, Capital Markets, Securities (Finance), Financial Analysis, Social Impact, Sustainability Reporting, Environmental Policy, Corporate Sustainability, Sustainability Standards, Applied Machine Learning, Market Dynamics

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

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

    EDUCBA

    Master Financial Reporting & Performance Metrics

    Skills you'll gain: Variance Analysis, Performance Measurement, Performance Reporting, Management Reporting, Budgeting, Financial Data, Performance Analysis, Financial Reporting, Business Metrics, Financial Analysis, Management Accounting, Cost Control, Cost Accounting, Performance Metric, Profit and Loss (P&L) Management, Operational Performance Management, Key Performance Indicators (KPIs), Customer Analysis, Operating Budget, Finance

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Unravel Financial Statements: Modeling Concepts

    Skills you'll gain: Financial Modeling, Operational Analysis, Business Modeling, Financial Statements, Financial Accounting, Financial Statement Analysis, Financial Forecasting, Financial Analysis, Accounting, Balance Sheet, Cash Flows, Business Valuation, Income Statement, Cash Flow Forecasting, Storytelling

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Predictive Models for Financial Risk

    Skills you'll gain: Classification And Regression Tree (CART), Decision Tree Learning, Supervised Learning, Predictive Modeling, Risk Modeling, Financial Data, Predictive Analytics, Statistical Machine Learning, Applied Machine Learning, Workflow Management, Data Validation, Data Preprocessing, Data Ethics, Model Evaluation, Model Training, Business Reporting, Responsible AI, Performance Reporting, Business Ethics, Business Communication

    Intermediate · Course · 1 - 4 Weeks

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

    John Wiley & Sons

    Strategic Planning for Public and Nonprofit Organizations

    Skills you'll gain: Strategic Planning, Stakeholder Engagement, Strategic Leadership, Organizational Strategy, Plan Execution, Case Studies, Business Planning, Stakeholder Management, Resource Allocation, Stakeholder Communications, Leadership and Management, Resource Management, Strategic Thinking, Non-Profit Accounting, Strategic Decision-Making, Conflict Management, Public Administration, Leadership Development, Discussion Facilitation, Stakeholder Analysis

    Beginner · Specialization · 1 - 3 Months

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

    SkillUp

    Program Management: Framework, Strategy, and Planning

    Skills you'll gain: Program Management, Program Implementation, Organizational Strategy, Project Portfolio Management, Risk Management, Project Management Life Cycle, Project Management, Benefits Administration, Plan Execution, Strategic Planning, Risk Mitigation, Risk Analysis, Program Development, Portfolio Management, Project Closure

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

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

    EDUCBA

    Beginner’s Guide to Tax Planning & Income Tax

    Skills you'll gain: Income Tax, Tax Planning, Tax Management, Tax Preparation, Tax, Tax Compliance, Tax Laws, Compensation Strategy, Payroll Tax, Property Accounting

    Mixed · Course · 1 - 3 Months

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

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Standard Accounting Practices

    ★ 4.8 (1.4K) · Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Master Consolidated Financial Reporting & IFRS

    Skills you'll gain: International Financial Reporting Standards, Financial Reporting, Technical Accounting, Intercompany Accounting, Consolidation, Financial Accounting, Corporate Accounting, Generally Accepted Accounting Principles (GAAP), Mergers & Acquisitions, Finance, Business

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Agile Sprint Planning and Delivery with Jira

    Skills you'll gain: Jira (Software), Sprint Retrospectives, Backlogs, Sprint Planning, Agile Methodology, Agile Project Management, User Story, Agile Product Development, Cross-Functional Collaboration, Timelines, Project Coordination, Continuous Improvement Process, Coordination, Project Planning, Accountability, Meeting Facilitation, Estimation

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Asana Advanced: Portfolio, Dashboards & Planning at Scale

    Skills you'll gain: Resource Allocation, Timelines, Project Performance, Project Portfolio Management, Resource Utilization, Risk Analysis, Goal Setting, Root Cause Analysis, Resource Planning, Resource Management, Team Performance Management, Performance Analysis, Process Improvement and Optimization, Scheduling, Dashboard, Project Management Software, Capacity Planning, Portfolio Management, Power BI, Strategic Planning

    Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…232425…514

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

  • Career Planning: A Pathway to Employment: Kennesaw State University
  • ESG-focused Financial Products: Interactive Brokers
  • Master Financial Reporting & Performance Metrics: EDUCBA
  • Unravel Financial Statements: Modeling Concepts: Coursera
  • Predictive Models for Financial Risk: Coursera
  • Strategic Planning for Public and Nonprofit Organizations: John Wiley & Sons
  • Program Management: Framework, Strategy, and Planning: SkillUp
  • Beginner’s Guide to Tax Planning & Income Tax: EDUCBA
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • Master Consolidated Financial Reporting & IFRS: EDUCBA

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