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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

    Universidad Nacional Autónoma de México

    Finanzas corporativas

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Statements, Corporate Finance, Capital Budgeting, Financial Management, Finance, Performance Measurement, Business Mathematics, Financial Data, Financial Controls, Financial Analysis, Capital Expenditure, Investment Management, Equities, Portfolio Management, Budgeting, Financial Acumen, Financial Modeling, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.1K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Foundations of Business Strategy

    Skills you'll gain: Business Strategy, Strategic Thinking, Competitive Analysis, Organizational Strategy, Business Planning, Strategic Decision-Making, Corporate Strategy, Market Analysis, Business Analysis Tools, Business Economics, Value Propositions, Market Dynamics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Agile Product Development, Customer Retention, Cross-Functional Team Leadership, Professional Networking, Product Planning, Financial Analysis, AI Product Strategy, Product Strategy, Design and Product, Technical Product Management, Product Requirements, Engineering Management, Product Development, Financial Statement Analysis, Customer Analysis, New Product Development, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    943 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Minnesota

    Recruiting, Hiring, and Onboarding Employees

    Skills you'll gain: Talent Recruitment, Workforce Planning, Recruitment Strategies, Employee Onboarding, Recruitment, Employee Engagement, Human Resources Management and Planning, Talent Acquisition, Human Resources, Workforce Management, New Hire Orientations, Forecasting, Drive Engagement, Talent Sourcing, People Analytics, Law, Regulation, and Compliance, Interviewing Skills

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.7K reviews

    Mixed · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Fixed Income Analysis and Valuation

    Skills you'll gain: Financial Market, Securities (Finance), Credit Risk, Investment Management, Capital Markets, Investments, Portfolio Risk, Portfolio Management, Market Liquidity, Derivatives, Risk Modeling, Financial Modeling, Finance, Financial Analysis, Financial Services, Risk Analysis, Corporate Finance, General Finance, Income Statement, Entrepreneurial Finance

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Administración financiera y su función en la empresa

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Management, Corporate Finance, Performance Measurement, Financial Data, Capital Expenditure, Financial Controls, Capital Budgeting, Financial Analysis, Budgeting, Financial Acumen, Balance Sheet, Financial Planning, Income Statement, Financial Policy, Cash Flows, Equities, Stakeholder Management, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
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    1.8K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    S

    SkillsBooster Academy

    AI-Powered Time Management

    Skills you'll gain: Time Management, Prompt Engineering, Productivity, Habit Formation, Calendar Management, Scheduling, Adaptability, Ability To Meet Deadlines, Organizational Skills, Mental Concentration, Prioritization, Workflow Management, Planning, ChatGPT, Generative AI, Google Workspace, AI Personalization, Personal Development, Auditing, Professional Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Meta

    Version Control

    Skills you'll gain: Version Control, GitHub, Git (Version Control System), Unix Commands, Command-Line Interface, Unix Shell, Linux, Software Versioning, Unix, Linux Commands, Collaborative Software, Software Development, File Management, Web Development

    4.6
    Rating, 4.6 out of 5 stars
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    3.8K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Financial Analysis, Financial Statement Analysis, Finance, Financial Statements, Financial Modeling, Return On Investment, Capital Budgeting, Corporate Finance, Balance Sheet, Business Valuation, Cash Flow Forecasting, Cash Flows, Financial Forecasting, Working Capital, Performance Measurement, Private Equity, Performance Analysis, Risk Management, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Private Equity and Hedge Fund Investing

    Skills you'll gain: Private Equity, Due Diligence, Commercial Real Estate, Real Estate, Investments, Property and Real Estate, Investment Management, Equities, Portfolio Management, Financial Analysis, Finance, Business Valuation, Property Accounting, Portfolio Risk, Securities (Finance), Capital Markets, Performance Measurement, Performance Appraisal, Analysis, Performance Analysis

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Sage Publications

    Foundations of Modern Human Resource Management

    Skills you'll gain: Human Resources Management and Planning, Human Resources, Talent Recruitment, Performance Appraisal, Human Resource Strategy, Employee Relations, Recruitment, Human Relations Movement, Workforce Development, Compensation Management, Case Studies, Recruitment Strategies, Employee Training, Human Resource Policies, Management Training And Development, Compensation Analysis, Training and Development, Compensation Strategy, Staff Management, Labor Relations

    Beginner · Course · 1 - 3 Months

  • Status: New
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    R

    Rutgers the State University of New Jersey

    Introduction to AI Agent in Accounting

    Skills you'll gain: Agentic systems, Generative AI Agents, Agentic Workflows, Financial Auditing, Auditing, AI Workflows, Accounting, General Accounting, Business Workflow Analysis, Process Design, Accounting Systems, Internal Auditing, Workflow Management, AI Orchestration, Artificial Intelligence, Prompt Engineering, LLM Application, Feasibility Studies, Responsible AI, AI Integrations

    Beginner · Course · 1 - 4 Weeks

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

  • Finanzas corporativas: Universidad Nacional Autónoma de México
  • Foundations of Business Strategy: University of Virginia
  • Real-World Product Management: Advancing Women in Tech
  • Recruiting, Hiring, and Onboarding Employees: University of Minnesota
  • Fixed Income Analysis and Valuation: EDUCBA
  • Administración financiera y su función en la empresa: Universidad Nacional Autónoma de México
  • AI-Powered Time Management: SkillsBooster Academy
  • Version Control: Meta
  • Corporate Finance I: Measuring and Promoting Value Creation: University of Illinois Urbana-Champaign
  • Private Equity and Hedge Fund Investing: EDUCBA

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