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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
    Free Trial
    U

    University of California, Irvine

    What is Financial Accounting?

    Skills you'll gain: Accounting, Financial Accounting, Financial Statements, Accounting Records, General Accounting, Bookkeeping, Balancing (Ledger/Billing), Ledgers (Accounting), Financial Statement Analysis, Standard Accounting Practices, General Ledger, Financial Reporting, Balance Sheet, Income Statement, Business Ethics, Ethical Standards And Conduct, Excel Formulas, Transaction Processing, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
    ·
    557 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    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, Human Capital, Organizational Effectiveness, Management Reporting, Compensation Analysis, Performance Measurement, Workforce Planning, Performance Management, Talent Acquisition

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Leadership in Action and Planning

    Skills you'll gain: Strategic Leadership, Strategic Planning, Leadership Development, Leadership, Business Planning, Team Building, Organizational Change, Business Strategy, Organizational Strategy, Planning, Strategic Decision-Making, Strategic Thinking, Collaboration, Organizational Leadership, Change Management, Relationship Building, Rapport Building, Organizational Effectiveness, Influencing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Financial Forecasting and Reporting

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Environmental Social And Corporate Governance (ESG), Financial Analysis, Sustainability Reporting, Risk Management, Budgeting, Income Statement, Risk Modeling, Risk Analysis, Cost Benefit Analysis, Financial Management, Financial Reporting, Balance Sheet, Corporate Sustainability, Financial Forecasting, Engineering Management, Operating Budget, Business Reporting, Cash Flows

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    84 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    AutoCAD Architectural Design & Residential Planning

    Skills you'll gain: Architectural Drawing, AutoCAD, Architectural Design, Building Design, Architecture and Construction, Technical Drawing, Autodesk, Engineering Drawings, Drafting and Engineering Design, Computer-Aided Design, Engineering Plans And Specifications, Sustainable Architecture, AutoCAD Civil 3D, Architectural Engineering, Structural Engineering, Land Development, Functional Design, Conceptual Design, Layout Design, 3D Modeling

    4.8
    Rating, 4.8 out of 5 stars
    ·
    75 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    AI-Powered Finance: Forecasting, Planning & Reporting

    Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Tax Management, Large Language Modeling, LLM Application, Auditing, Portfolio Risk, Portfolio Management, Tax Compliance, Generative AI, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Financial Auditing, Financial Data, Artificial Intelligence, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    290 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Planning of Metro Rail Systems

    Skills you'll gain: Construction Engineering, Civil Engineering, Building Services Engineering, Electrical Systems, Public Works, Electric Power Systems, Transportation Operations, Building Information Modeling, Construction Management, Engineering Practices, Traffic Flow Optimization, Structural Engineering, Contract Management, Quality Assurance, Planning, Emerging Technologies, Safety Standards

    4.6
    Rating, 4.6 out of 5 stars
    ·
    20 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Financial Analysis for Startups

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Statements, Financial Modeling, Financial Reporting, Financial Acumen, Entrepreneurial Finance, Financial Forecasting, Case Studies, Cash Flow Forecasting, Income Statement, Balance Sheet, Financial Planning, Business Valuation, Business Metrics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    118 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Disaster Recovery Planning for Organizations

    Skills you'll gain: Disaster Recovery, Business Continuity Planning, Contingency Planning, Business Continuity, Benchmarking, Data Loss Prevention, Risk Mitigation, Risk Analysis, Information Assurance, Procedure Development, Program Standards, Crisis Management, Law, Regulation, and Compliance, Continuous Monitoring, Incident Response, Threat Management, Compliance Management, Program Development, Regulatory Compliance, Continuous Improvement Process

    4.6
    Rating, 4.6 out of 5 stars
    ·
    56 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    STARWEAVER

    Financial Leadership in Hospitality

    Skills you'll gain: Revenue Management, Vendor Management, Capital Expenditure, Hospitality Services, Financial Statement Analysis, Advanced Analytics, Hospitality, Hospitality Management, Cost Control, Budget Management, Vendor Relationship Management, Hospitality and Food Services, Cost Management, Financial Statements, Hotel And Restaurant Management, Performance Measurement, Budgeting, Financial Forecasting, Finance, Leadership

    5
    Rating, 5 out of 5 stars
    ·
    31 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    D

    Digital Marketing Institute

    Planning a Digital Marketing Strategy

    Skills you'll gain: Marketing Budgets, Data-Driven Decision-Making, Marketing Strategies, Digital Marketing, Social Media Marketing, Marketing Channel, Data-Driven Marketing, Data Strategy, Data Ethics, Customer experience strategy (CX), Social Media Campaigns, Digital Media Strategy, Digital Marketing Campaigns, Customer Analysis, Customer experience improvement, Digital Analysis, Cross-Channel Marketing, Marketing Automation, Marketing Analytics, Strategic Thinking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    15 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Financial Modeling with Spreadsheet Automation

    Skills you'll gain: Excel Macros, Actuarial Science, Financial Modeling, Derivatives, Risk Modeling, Simulations, Forecasting, Debugging, Financial Market, Finance, Financial Forecasting, Analysis, Financial Data, Financial Analysis, Automation, Financial Planning, Financial Reporting, Business, Planning, Environment

    Mixed · Course · 1 - 4 Weeks

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

  • What is Financial Accounting?: University of California, Irvine
  • HR Management and Workforce Planning: EDUCBA
  • Leadership in Action and Planning: Johns Hopkins University
  • Financial Forecasting and Reporting: University of Colorado Boulder
  • AutoCAD Architectural Design & Residential Planning: EDUCBA
  • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera
  • Planning of Metro Rail Systems: L&T EduTech
  • Financial Analysis for Startups: Yonsei University
  • Disaster Recovery Planning for Organizations: Coursera
  • Financial Leadership in Hospitality: STARWEAVER

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