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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
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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, Microsoft Excel, Financial Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.3K reviews

    Beginner · 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
    ·
    2.8K reviews

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    Budgeting: Apply Inflation & Approaches

    Skills you'll gain: Budgeting, Operating Budget, Cost Control, Cost Management, Fiscal Management, Spreadsheet Software, Expense Management, Operating Expense, Financial Planning, Forecasting

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    E

    EDUCBA

    Financial Budgeting: Analyze & Apply Planning Tools

    Skills you'll gain: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Cost Management, Financial Analysis, Cash Flows, Financial Planning, Operating Cost, Return On Investment, Investments, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
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    17 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    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, Business Valuation, Corporate Finance, Securities (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

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    Coursera

    Project and Stress-Test Financial Plans

    Skills you'll gain: Financial Forecasting, Financial Modeling, Revenue Forecasting, Profit and Loss (P&L) Management, Business Modeling, Contingency Planning, Cost Containment, Cost Control, Market Data, Forecasting, Financial Analysis, Market Trend, Financial Planning, Risk Mitigation

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Model Deployment, Forecasting, Financial Data, Decision Intelligence, Responsible AI, Generative AI, AI Integrations, Financial Management, Market Intelligence, Data-Driven Decision-Making, General Finance, Financial Planning, Market Research, Artificial Intelligence, Market Analysis, Data Quality

    4.2
    Rating, 4.2 out of 5 stars
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    16 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Business Strategies, Financial Analysis, Asset Management, Risk Analysis, Investment Banking, Market Dynamics, Market Trend, Performance Measurement, Quantitative Research, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
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    152 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Market, General Finance, Economics, Psychology, Probability & Statistics, Risk Analysis

    4.4
    Rating, 4.4 out of 5 stars
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    4.5K reviews

    Beginner · Course · 1 - 4 Weeks

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    I

    Indian School of Business

    A Beginner's Guide to Investing

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Portfolio Management, Financial Accounting, Balance Sheet, General Finance, Investments, Portfolio Risk, Entrepreneurial Finance, Investment Management, Securities Trading, Financial Trading, Cash Flows, Financial Market, Market Dynamics, Market Data, Return On Investment, Risk Analysis, Risk Management

    3.4
    Rating, 3.4 out of 5 stars
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    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    S

    Starweaver

    Personal Investing for Working Professionals

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Tax Management, Investments, Tax Planning, Wealth Management, Income Tax, Risk Management, Financial Planning, Goal Setting, Financial Services, Equities, General Finance, Brokerage, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Analyze Personal Finance and Private Wealth Strategies

    Skills you'll gain: Estate Planning, Portfolio Risk, Wealth Management, Risk Management, Portfolio Management, Risk Management Framework, Investment Management, Tax Management, Tax Planning, Financial Planning, Asset Management, Tax Laws, Risk Appetite, Financial Services, General Finance, Income Tax, Tax, Financial Management, Financial Analysis, Behavioral Economics

    Beginner · Course · 1 - 3 Months

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

  • Accounting: Principles of Financial Accounting: IESE Business School
  • Finance for Non-Finance Professionals: Rice University
  • Budgeting: Apply Inflation & Approaches: Coursera
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Project and Stress-Test Financial Plans: Coursera
  • GenAI for Financial Forecasting and Planning: Coursera
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Behavioral Finance: Duke University
  • A Beginner's Guide to Investing: Indian School of Business

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