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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
    C

    Coursera

    Financial Reporting, Controls, and Performance Storytelling

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Introduction to Financial Analysis - The "Why?"

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Finance, Accounting, Financial Accounting, Business Valuation, Financial Statements, Financial Management, Corporate Finance, Return On Investment, Entrepreneurial Finance, Risk Analysis, Cash Flows, Equities, Loans

    4.7
    Rating, 4.7 out of 5 stars
    ·
    341 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Instructional and Curriculum Design, Language Learning, Student Engagement, Grammar, Vocabulary, Literacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    202 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Gap Analysis, Goal Setting, Consultative Approaches, Coaching, Action Oriented, Community Outreach, Rapport Building, Case Management, Critical Thinking, Overcoming Obstacles, Relationship Building, Strategic Partnership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Case Studies, Financial Analysis, Cash Flows, Working Capital, Balance Sheet, Data Storytelling, Benchmarking, Financial Data, Income Statement, Communication, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize Planning

    Skills you'll gain: Sprint Retrospectives, Kanban Principles, Sprint Planning, Agile Project Management, Lean Methodologies, Risk Management, Agile Methodology, Team Building, Workflow Management, Backlogs, Project Planning, Performance Metric, Release Management, Scrum (Software Development), Scope Management, Continuous Improvement Process, Continuous Integration, Stakeholder Engagement, Decision Making, Test Driven Development (TDD)

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Best Practices in Planning DE&I Interventions

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Human Resource Strategy, Employee Retention, Diversity and Inclusion, Human Resources, Workplace inclusivity, Recruitment Strategies, Business Planning, Workforce Development, Organizational Effectiveness, Training Programs, Talent Acquisition, Organizational Change

    4.8
    Rating, 4.8 out of 5 stars
    ·
    61 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Programming Principles, User Interface (UI), Animations, Debugging

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Generative AI in Project Planning Training

    Skills you'll gain: Risk Analysis, AI Enablement, AI Workflows, Project Performance

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    P

    PracticalGrowth

    Project Planning and Delivery: From Scope to Launch

    Skills you'll gain: Project Planning, Prioritization, Project Scoping, Strategic Prioritization, Project Management, Project Schedules, Product Roadmaps, Milestones (Project Management), Stakeholder Communications, Project Estimation, Work Breakdown Structure, Scope Management, Project Performance, Sprint Retrospectives, Stakeholder Management, Release Management, Agile Methodology, Goal Setting, Dependency Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Cost Benefit Analysis, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Cash Flows, Balance Sheet, Microsoft Excel, Financial Management, Investment Management, Financial Forecasting, Case Studies, Forecasting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    509 reviews

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Build and Evaluate Robust Financial Models

    Intermediate · Course · 1 - 4 Weeks

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

  • Financial Reporting, Controls, and Performance Storytelling: Coursera
  • Introduction to Financial Analysis - The "Why?": University of Illinois Urbana-Champaign
  • Lesson Planning with the ELL in Mind: Arizona State University
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International
  • Financial Statements for Liquidity Insights: Coursera
  • Agile Practices: Apply, Evaluate & Optimize Planning: EDUCBA
  • Best Practices in Planning DE&I Interventions: Rice University
  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System
  • Generative AI in Project Planning Training: Simplilearn
  • Project Planning and Delivery: From Scope to Launch: PracticalGrowth

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