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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


  • U

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Programming Principles, User Interface (UI), Animations, Debugging

    Beginner · Course · 1 - 4 Weeks

  • G

    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Gap Analysis, Goal Setting, Consultative Approaches, Coaching, Action Oriented, Community Outreach, Rapport Building, Case Management, Critical Thinking, Overcoming Obstacles, Relationship Building, Strategic Partnership

    4.6
    Rating, 4.6 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 4 Weeks

  • R

    Rice University

    Best Practices in Planning DE&I Interventions

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Human Resource Strategy, Employee Retention, Diversity and Inclusion, Human Resources, Workplace inclusivity, Recruitment Strategies, Business Planning, Workforce Development, Organizational Effectiveness, Training Programs, Talent Acquisition, Organizational Change

    4.8
    Rating, 4.8 out of 5 stars
    ·
    61 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    H

    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Performance Analysis, Process Analysis, Goal Setting, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Team Performance Management, Smart Goals, Project Risk Management, Productivity, Project Schedules, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    12 reviews

    Intermediate · Specialization · 1 - 3 Months

  • A

    Arizona State University

    Lesson Planning with the ELL in Mind

    Skills you'll gain: Lesson Planning, Language Competency, English Language, Curriculum Planning, Instructional and Curriculum Design, Language Learning, Student Engagement, Grammar, Vocabulary, Literacy

    4.7
    Rating, 4.7 out of 5 stars
    ·
    202 reviews

    Mixed · Course · 1 - 3 Months

  • E

    EDUCBA

    Agile Practices: Apply, Evaluate & Optimize Planning

    Skills you'll gain: Sprint Retrospectives, Kanban Principles, Sprint Planning, Agile Project Management, Lean Methodologies, Risk Management, Agile Methodology, Team Building, Workflow Management, Backlogs, Project Planning, Performance Metric, Release Management, Scrum (Software Development), Scope Management, Continuous Improvement Process, Continuous Integration, Stakeholder Engagement, Decision Making, Test Driven Development (TDD)

    Mixed · Course · 1 - 4 Weeks

  • Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Cost Benefit Analysis, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Cash Flows, Balance Sheet, Microsoft Excel, Financial Management, Investment Management, Financial Forecasting, Case Studies, Forecasting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    509 reviews

    Beginner · Specialization · 3 - 6 Months

  • I

    INSEAD

    Introduction to Blockchain for Financial Services

    Skills you'll gain: Blockchain, FinTech, Cryptography, Design, Emerging Technologies, Stakeholder Analysis, Distributed Computing, Digital Assets, Data Integrity, Financial Services, Public Key Cryptography Standards (PKCS)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    690 reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Financial Statements: Compile & Classify Accounts

    Skills you'll gain: Income Statement, General Ledger, General Accounting, Financial Reporting, Ledgers (Accounting), QuickBooks (Accounting Software), Financial Statements, Excel Formulas, Balance Sheet, Financial Accounting, Accounting Records, Accounting, Spreadsheet Software, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Pennsylvania

    Wharton Business and Financial Modeling Capstone

    Skills you'll gain: Portfolio Management, Financial Modeling, Presentations, Microsoft PowerPoint, Investment Management, Business Modeling, Data Modeling, Quantitative Research, Business Analytics, Financial Data, Portfolio Risk, Microsoft Excel, Financial Analysis, Regression Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    521 reviews

    Mixed · Course · 1 - 3 Months

  • T

    Tally Education and Distribution Services Private Limited

    Financial Business Accounting and MIS Reports

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Ledgers (Accounting), Accounting, Financial Accounting, Sales Tax, Financial Statements, Bookkeeping, International Finance, Invoicing, Inventory Management System, Cash Handling, Tax Compliance, Reconciliation, Payment Systems, Banking, Corporate Tax

    4.6
    Rating, 4.6 out of 5 stars
    ·
    53 reviews

    Intermediate · Course · 1 - 3 Months

  • E

    EDUCBA

    US GAAP Accounting & Financial Reporting Mastery

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Reporting, Financial Statements, Revenue Recognition, Financial Statement Analysis, Non-Profit Accounting, Technical Accounting, Balance Sheet, Income Statement, Cash Flows, Expense Management, Mergers & Acquisitions, Financial Accounting, Standard Accounting Practices, Inventory Accounting, Tax Management, Compliance Reporting, Consolidation, Financial Data, Accounting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    45 reviews

    Beginner · Specialization · 1 - 3 Months

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

  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International
  • Best Practices in Planning DE&I Interventions: Rice University
  • Lead for Results: From Planning to Execution: Harvard Business Review
  • Lesson Planning with the ELL in Mind: Arizona State University
  • Agile Practices: Apply, Evaluate & Optimize Planning: EDUCBA
  • Valuation and Financial Analysis For Startups: Yonsei University
  • Introduction to Blockchain for Financial Services: INSEAD
  • Financial Statements: Compile & Classify Accounts: Coursera
  • Wharton Business and Financial Modeling Capstone: University of Pennsylvania

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