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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
    New
    Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Analysis Fundamentals

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Return On Investment, Trend Analysis, Competitive Analysis, Profit and Loss (P&L) Management, Balance Sheet, Benchmarking, Performance Analysis, Business Metrics, Income Statement, Working Capital, Performance Measurement, Corporate Finance, Lending and Underwriting, Asset Management

    Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Formal Financial Accounting

    Skills you'll gain: Bookkeeping, Ledgers (Accounting), Technical Accounting, Accounting, Accounting Records, Financial Accounting, General Ledger, Balancing (Ledger/Billing), Financial Reporting, Inventory Accounting, Equities, Balance Sheet, Fixed Asset, Accounts Receivable, Financial Statements

    4.8
    Rating, 4.8 out of 5 stars
    ·
    384 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Strategic Public Relations Planning

    Skills you'll gain: Target Audience, Public Relations, Communication Planning, Strategic Communication, Corporate Communications, Crisis Management, Marketing and Public Relations, Strategic Planning, Media Relations, Persuasive Communication, Marketing Effectiveness, Content Performance Analysis, Media and Communications, Marketing Budgets, Persona Development, Campaign Management, Marketing Communications, Social Media, AI Enablement, Teamwork

    4.9
    Rating, 4.9 out of 5 stars
    ·
    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    Risk Strategy and Planning

    Skills you'll gain: Risk Management, Project Risk Management, Risk Analysis, Risk Management Framework, Risk Appetite, Communication Planning, Stakeholder Management, Project Management, Conflict Management, Stakeholder Engagement, Stakeholder Analysis, Organizational Structure

    4.7
    Rating, 4.7 out of 5 stars
    ·
    31 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    E

    EDUCBA

    HR Management and Workforce Planning

    Skills you'll gain: Human Resources Management and Planning, Employee Training, Human Resources, Human Resource Management, Training and Development, Performance Appraisal, Human Resource Strategy, Employee Performance Management, Training Programs, Compensation Management, Talent Recruitment, Compensation Strategy, Organizational Effectiveness, Recruitment, Management Reporting, Compensation Analysis, Performance Measurement, Workforce Planning, Performance Management, Talent Acquisition

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Talent Acquisition and Recruitment Planning

    Skills you'll gain: Workforce Planning, Human Resources Management and Planning, Talent Acquisition, Recruitment Strategies, Job Analysis, Workforce Management, Human Resources, Recruitment, Human Resource Strategy, Talent Sourcing, Talent Management, Workforce Development, Strategic Sourcing, Forecasting, Organizational Effectiveness

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Enterprise Project Planning and Scheduling

    Skills you'll gain: Project Portfolio Management, Project Controls, Workflow Management, Project Management Software, Program Management, Project Schedules, Analytics, Project Management, Advanced Analytics, Cost Management, Project Planning, Contract Management, Planning, Administration, Scheduling, Portfolio Management, Governance, Compliance Management, Resource Utilization, Procurement

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic Planning and Project Delivery

    Skills you'll gain: HubSpot CRM, Marketing Planning, Timelines, Campaign Planning, Marketing Operations, Business Planning, Marketing Strategies, Project Management, Strategic Planning, Brand Strategy, Marketing Analytics, Social Media Marketing, Content Strategy, Email Marketing, Performance Measurement, Digital Marketing, Google Analytics, AI Enablement, Search Engine Optimization, Generative AI

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Tax Planning, GST & Compliance Program

    Skills you'll gain: Income Tax, Tax Planning, Tax Management, Tax Preparation, Tax Compliance, Tax, Tax Laws, Payroll Tax, Sales Tax, Compensation Strategy, Accounting, Property Accounting, Case Studies, Property and Real Estate, Compensation Management, Business

    4.8
    Rating, 4.8 out of 5 stars
    ·
    10 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Financial Management Capstone

    Skills you'll gain: Peer Review, Financial Management, Financial Modeling, Financial Data, Financial Statement Analysis, Financial Analysis, Financial Forecasting, Data Storytelling, Mergers & Acquisitions, Investments, Business Valuation, Case Studies, Risk Management, Corporate Strategy

    4.6
    Rating, 4.6 out of 5 stars
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    138 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Conceptual Planning of Bridges

    Skills you'll gain: Engineering Calculations, Structural Engineering, Structural Analysis, Construction Engineering, Civil Engineering, Engineering Analysis, Engineering Practices, Construction, Conceptual Design, Design Specifications, Finite Element Methods, Design

    4.7
    Rating, 4.7 out of 5 stars
    ·
    20 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Project Planning and Scheduling Training

    Skills you'll gain: Earned Value Management, Project Management Life Cycle, Project Controls, Project Portfolio Management, Project Schedules, Resource Allocation, Project Management Office (PMO), Work Breakdown Structure, Operational Excellence, Scheduling, Workflow Management, Data Visualization, Project Management, Project Planning, Planning, Cost Management, Administration, Operations, Construction, Analytics

    Beginner · Specialization · 3 - 6 Months

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

  • Financial Analysis Fundamentals: Corporate Finance Institute
  • Formal Financial Accounting: University of Illinois Urbana-Champaign
  • Strategic Public Relations Planning: Starweaver
  • Risk Strategy and Planning: LearnKartS
  • HR Management and Workforce Planning: EDUCBA
  • Talent Acquisition and Recruitment Planning: EDUCBA
  • Enterprise Project Planning and Scheduling: EDUCBA
  • Strategic Planning and Project Delivery: Coursera
  • Tax Planning, GST & Compliance Program: EDUCBA
  • Financial Management Capstone: University of Illinois Urbana-Champaign

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