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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
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    Status: Free Trial
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    Coursera

    Analysis, Budgeting, and Risk Management

    Skills you'll gain: Risk Modeling, Risk Management Framework, Financial Modeling, Budgeting, Risk Analysis, Capital Budgeting, Risk Management, Portfolio Risk, Financial Analysis, Capital Expenditure, Portfolio Management, Key Performance Indicators (KPIs), Operating Budget, Investments, Asset Management, Return On Investment, Smart Goals, Financial Forecasting, Performance Measurement, Equities

    Intermediate · Course · 3 - 6 Months

  • Status: Free
    Free
    C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Project Finance, Program Management, Program Development, Project Planning, Financial Planning, Business Modeling, Diagram Design, Productivity Software, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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    EDUCBA

    Apply Budgeting and Forecasting Fundamentals

    Skills you'll gain: Budget Management, Budgeting, Forecasting, Financial Forecasting, Operating Budget, Cost Management, Cost Accounting, Cash Flow Forecasting, Financial Statements, Profit and Loss (P&L) Management, Variance Analysis, Ethical Standards And Conduct, Income Statement, Balance Sheet, Cash Flows

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
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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: 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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    4.6K reviews

    Beginner · Course · 1 - 4 Weeks

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    Logical Operations

    Finance and Budgeting Essentials for Business Professionals

    Skills you'll gain: Balance Sheet, Income Statement, Financial Statements, Financial Statement Analysis, Financial Acumen, Operating Budget, Budget Management, Financial Data, Financial Accounting, Financial Analysis, Budgeting, Financial Reporting, Balancing (Ledger/Billing), Financial Management, Corporate Finance, Cash Flows, Financial Planning, Finance, Cash Management, General Finance

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Scheduling, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Capital Budgeting, Financial Analysis, Project Performance, Cost Benefit Analysis, Project Estimation, Microsoft 365, Excel Formulas, Project Finance, Feasibility Studies, Investment Management, Variance Analysis, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Wealth Management, Risk Management Framework, Financial Planning, Actuarial Science, Risk Mitigation, Economics, Risk Analysis, Human Capital, Trustworthiness, Case Studies, Innovation, Client Services

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Budget Management, Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Data, Cost Management, Budgeting, Financial Analysis, Cost Control, Financial Acumen, Cost Accounting, Performance Metric, Operating Budget, Cost Benefit Analysis, Performance Management, Operational Performance Management, General Accounting, Data Analysis, Planning

    4.8
    Rating, 4.8 out of 5 stars
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    126 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Cash Flows, Budgeting, Smart Goals, Tax, Cash Management, Budget Management, Financial Planning, Tax Planning, Financial Analysis, Income Tax, General Finance, Credit Risk, Expense Management, Balance Sheet, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
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    246 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
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    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
    Preview
    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, Asset Management, Goal Setting, Financial Services, Equities, General Finance, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

1…789…567

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

  • Analysis, Budgeting, and Risk Management: Coursera
  • Program Financial Planning with ClickUp: Coursera
  • Apply Budgeting and Forecasting Fundamentals: EDUCBA
  • Project and Stress-Test Financial Plans: Coursera
  • Behavioral Finance: Duke University
  • Finance and Budgeting Essentials for Business Professionals: Logical Operations
  • Program Finance and Investment: Microsoft
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Financial Analysis of Scenarios and Decisions: University of Illinois Urbana-Champaign
  • Introduction to Personal Finance: SoFi

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