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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Business Strategies for Social Impact

    Skills you'll gain: Social Impact, Sustainable Business, Return On Investment, Environmental Social And Corporate Governance (ESG), Corporate Sustainability, Strategic Leadership, Business Strategies, Business Leadership, Case Studies, Decision Making, Community Development, Business Ethics, Entrepreneurship, Investments

    4.6
    Rating, 4.6 out of 5 stars
    ·
    556 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Get started with Microsoft Planner

    Skills you'll gain: Marketing Planning, Business Planning, Microsoft Teams, Microsoft 365, Productivity Software, Project Management Software, Timelines, Project Planning, Collaborative Software, Prioritization, Project Management, Team Management

    3.8
    Rating, 3.8 out of 5 stars
    ·
    18 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free
    Free
    G

    Goldman Sachs

    Fundamentals of Negotiation, with Goldman Sachs 10,000 Women

    Skills you'll gain: Negotiation, Active Listening, Rapport Building, Conflict Management, Interpersonal Communications, Goal Setting, Communication, Business Planning, Influencing, Expectation Management, Emotional Intelligence

    4.6
    Rating, 4.6 out of 5 stars
    ·
    493 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Оценка компании по модели DCF

    Skills you'll gain: Financial Forecasting, Forecasting, Capital Budgeting, Cash Flow Forecasting, Business Valuation, Financial Analysis, Financial Modeling, Cash Flows, Corporate Finance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    21 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    C

    Coursera

    Analyzing and Underwriting Corporate Credit in India

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Risk Management, Credit Risk, Financial Analysis, Lending and Underwriting, Financial Modeling, Commercial Lending, Risk Analysis, Financial Acumen, Corporate Finance, Operational Risk, Analysis, Income Statement, Balance Sheet, Banking, Market Analysis, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Capstone: Build a Winning Investment Portfolio

    Skills you'll gain: Portfolio Management, Asset Management, Investments, Financial Management, Financial Market, Simulation and Simulation Software, Performance Analysis, Market Trend, Risk Analysis, Financial Forecasting, Case Studies, Decision Making, Peer Review, Forecasting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    68 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    AI Agents and Agentic AI Architecture in Python

    Skills you'll gain: AI Orchestration, LangChain, OpenAI API, Generative AI Agents, Prompt Patterns, AI Workflows, Prompt Engineering, Agentic systems, AI Security, Large Language Modeling, Business Logic, File I/O, Transaction Processing, Document Management, Persona Development, Coordination, Plan Execution

    4.6
    Rating, 4.6 out of 5 stars
    ·
    110 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    GenAI for Writing and Auditing VBA Macros in Finance

    Skills you'll gain: Excel Macros, Financial Modeling, Prompt Engineering, Financial Forecasting, Accounting and Finance Software, Generative AI, Automation, Process Optimization, General Finance, Microsoft Excel, Excel Formulas, Simulation and Simulation Software, Visual Basic (Programming Language), Financial Reporting, Financial Planning

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    The Define Phase for the 6 σ Black Belt

    Skills you'll gain: Six Sigma Methodology, Lean Six Sigma, Process Analysis, Analysis, Process Improvement, Project Documentation, Quality Improvement, Customer Analysis, Continuous Quality Improvement (CQI), Project Management, Business Process, Project Planning

    4.4
    Rating, 4.4 out of 5 stars
    ·
    110 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    Institut Mines-Télécom

    4G Network Fundamentals

    Skills you'll gain: Wireless Networks, Network Security, Network Architecture, Computer Networking, Mobile Security, Network Protocols, Telecommunications, Network Performance Management, Network Routing, Encryption, Capacity Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    131 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Digital Technology in Manufacturing

    Skills you'll gain: Product Lifecycle Management, Embedded Systems, Manufacturing and Production, Manufacturing Processes, Robotic Process Automation, Control Systems, Computer-Aided Design, Manufacturing Operations, Programmable Logic Controllers, Automation, Internet Of Things, Production Process, Robotics, Lean Manufacturing, Digital Transformation, Engineering Analysis, C (Programming Language), Enterprise Resource Planning, Industrial Engineering, Geometric Dimensioning And Tolerancing

    4.5
    Rating, 4.5 out of 5 stars
    ·
    25 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Supporting Clients

    Skills you'll gain: Interviewing Skills, Coaching, Client Support, Employee Onboarding, LinkedIn, Professional Networking, Branding, Negotiation, Business Writing, Goal Setting, Financial Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Business Strategies for Social Impact: University of Pennsylvania
  • Get started with Microsoft Planner: Coursera
  • Fundamentals of Negotiation, with Goldman Sachs 10,000 Women: Goldman Sachs
  • Оценка компании по модели DCF: Coursera
  • Analyzing and Underwriting Corporate Credit in India: Coursera
  • Capstone: Build a Winning Investment Portfolio: Rice University
  • AI Agents and Agentic AI Architecture in Python: Vanderbilt University
  • GenAI for Writing and Auditing VBA Macros in Finance: Coursera
  • The Define Phase for the 6 σ Black Belt: Kennesaw State University
  • 4G Network Fundamentals: Institut Mines-Télécom

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