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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


  • F

    Fundação Instituto de Administração

    Data & Finance for the future

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Cash Flows, Business Analytics, Regression Analysis, Descriptive Statistics, Data Analysis, Data-Driven Decision-Making, Statistical Inference, Financial Accounting, Business Valuation, Balance Sheet, Competitive Analysis, Income Statement, Working Capital, International Finance, Business Economics, Economics, Market Dynamics, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    494 reviews

    Intermediate · Specialization · 3 - 6 Months

  • C

    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, Cost Estimation, Cash Flow Forecasting, Budget Management, Financial Analysis, Market Trend, Risk Mitigation, Variance Analysis

    Intermediate · Course · 1 - 4 Weeks

  • M

    McMaster University

    Finance for Everyone: Decisions

    Skills you'll gain: Finance, Peer Review, Project Design, Business Mathematics, Market Dynamics, Financial Analysis, Financial Planning, Capital Markets, Economics, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    911 reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Management, Cost Management, Budgeting, Financial Analysis, Cost Accounting, Operational Analysis, Performance Management, Key Performance Indicators (KPIs), Data Analysis, Planning, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    110 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
    ·
    240 reviews

    Beginner · Course · 1 - 4 Weeks

  • M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Financial Analysis, Project Performance, Project Estimation, Microsoft 365, Project Finance, Investment Management, Variance Analysis, Forecasting, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Planning, Innovation, Budget Management, Financial Planning, 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

  • N

    New York Institute of Finance

    Credit Risk Management: Frameworks and Strategies

    Skills you'll gain: Credit Risk, Risk Mitigation, Risk Management, Portfolio Risk, Derivatives, Risk Analysis, Financial Analysis, Financial Market, Financial Statement Analysis, Portfolio Management, Market Trend, Balance Sheet

    4.7
    Rating, 4.7 out of 5 stars
    ·
    439 reviews

    Beginner · Course · 1 - 3 Months

  • U

    University of Michigan

    Accounting for Decision Making

    Skills you'll gain: Financial Statements, Accounting, Ledgers (Accounting), General Accounting, Financial Acumen, Revenue Management, Inventory Control Systems, Inventory Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    478 reviews

    Intermediate · Course · 1 - 3 Months

  • S

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statements, Financial Acumen, Decision Making, Cost Benefit Analysis, Personal Development, Critical Thinking, Stress Management, Mindfulness

    Intermediate · Course · 1 - 3 Months

  • I

    Indian School of Business

    A Beginner's Guide to Investing

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Portfolio Management, Financial Accounting, Balance Sheet, Investments, Financial Modeling, Investment Management, Securities Trading, Cash Flows, Financial Market, Market Dynamics, Market Data, Return On Investment, Risk Analysis, Risk Management

    3.4
    Rating, 3.4 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Financial Management Capstone

    Skills you'll gain: Peer Review, Financial Management, Financial Modeling, Financial Data, Financial Statement Analysis, Investment Management, Financial Analysis, Financial Forecasting, Data Storytelling, Mergers & Acquisitions, Cash Flows, Business Valuation, Case Studies, Risk Management, Corporate Strategy, Risk Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    138 reviews

    Intermediate · Course · 1 - 3 Months

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

  • Data & Finance for the future: Fundação Instituto de Administração
  • Project and Stress-Test Financial Plans: Coursera
  • Finance for Everyone: Decisions: McMaster University
  • Financial Analysis of Scenarios and Decisions: University of Illinois Urbana-Champaign
  • Introduction to Personal Finance: SoFi
  • Program Finance and Investment: Microsoft
  • Program Financial Planning with ClickUp: Coursera
  • Credit Risk Management: Frameworks and Strategies: New York Institute of Finance
  • Accounting for Decision Making: University of Michigan
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research

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