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  1. Categories
  2. 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.

Popular Financial Planning Courses and Certifications


  • U

    University of Illinois Urbana-Champaign

    RiskWise.

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Risk Management Framework, Asset Protection, Underwriting, Long Term Care, Economics, Wealth Management, Risk Analysis, Financial Planning, Asset Management, Legal Risk, Property Management, Portfolio Risk, Contract Review, Finance, Human Capital, Property and Real Estate, Behavioral Management

    4.9 stars, 110 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.9 (110) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Business Valuation, Corporate Finance, Mortgage Loans, Risk Analysis, Excel Formulas, Equities, Investments, Financial Market, Financial Data

    4.7 stars, 1.3K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.7 (1.3K) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Analysis & Investment Strategy Mastery

    Skills you'll gain: Financial Statement Analysis, Capital Budgeting, Financial Modeling, Working Capital, Financial Statements, Investment Banking, Cash Flows, Derivatives, Technical Analysis, Equities, Portfolio Management, Corporate Finance, Financial Trading, Business Ethics, Financial Market, Market Dynamics, Investments, Financial Analysis, Finance, Analysis

    4.9 stars, 42 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.9 (42) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • U

    University of Arizona

    Healthcare Accounting: Financial Planning & Capital Budgets

    Skills you'll gain: Operating Budget, Financial Analysis, Budgeting, Variance Analysis, Capital Budgeting, Budget Management, Management Accounting, Cost Accounting, Accounting, Financial Accounting, Health Care Administration, Finance, Health Administration, Non-Profit Accounting, Healthcare Project Management, Financial Statements, Cash Flows, Healthcare Industry Knowledge

    Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Financial Analysis

    4.8 stars, 3.4K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (3.4K) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Management Software, Finance, Financial Planning, Diagram Design, Strategic Planning

    4.3 stars, 12 reviews, Intermediate, Guided Project, Less Than 2 Hours

    ★ 4.3 (12) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Data Cleansing, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • I

    Indian School of Business

    Basic Financial Literacy

    Skills you'll gain: Loans, Financial Planning, Finance, Financial Management, Budgeting, Tax, Investments, Tax Management

    4.5 stars, 17 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.5 (17) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Risk Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Risk Analysis, Investment Banking, Market Dynamics, Market Trend

    4.4 stars, 159 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (159) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Financial Analysis in Practice

    Skills you'll gain: Financial Modeling, Variance Analysis, Financial Statements, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Intelligence Software, Financial Forecasting, Power BI, Financial Analysis, Cash Flows, Cost Management, Spreadsheet Software, Balance Sheet, Financial Reporting, Microsoft Excel, Dashboard, Data Visualization, Key Performance Indicators (KPIs), Business Intelligence

    3.7 stars, 7 reviews, Intermediate, Specialization, 1 - 3 Months

    ★ 3.7 (7) · Intermediate · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Finance, Consumer Behaviour, Financial Market, Economics, Psychology

    4.4 stars, 4.6K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (4.6K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Smart Money: Managing Your Portfolio

    Skills you'll gain: Portfolio Risk, Wealth Management, Real Estate, Investments, Portfolio Management, Financial Planning, Property and Real Estate, Investment Management, General Finance, Insurance, Commercial Real Estate, Return On Investment, Private Equity, Business Valuation, Risk Management, Market Liquidity, Financial Statement Analysis, Risk Analysis, Financial Statements, Economics

    4.4 stars, 9 reviews, Beginner, Specialization, 1 - 3 Months

    ★ 4.4 (9) · Beginner · Specialization · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
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