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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.


More to explore:

Popular Financial Planning Courses and Certifications


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    U

    University of Lausanne

    Accounting 2

    Skills you'll gain: Mergers & Acquisitions, Equities, Tax, Accounting, Accounts Receivable, Securities (Finance), Financial Market, Inventory Accounting, Asset Management, Financial Accounting, Depreciation, Corporate Finance, Profit and Loss (P&L) Management, Balance Sheet, Financial Statements, Financial Reporting, Revenue Recognition, Cash Flows

    4.9
    Rating, 4.9 out of 5 stars
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    69 reviews

    Beginner · Course · 1 - 3 Months

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    I
    I

    Multiple educators

    IBM and ISC2 Cybersecurity Specialist

    Skills you'll gain: Incident Response, Digital Forensics, Network Security, Computer Security Incident Management, Cloud Computing Architecture, Penetration Testing, Cloud Services, Business Continuity, Cloud Deployment, Disaster Recovery, Security Controls, Generative AI, Configuration Management, Governance, Cybersecurity, Data Storage, Peripheral Devices, Application Security, Information Technology, Cryptography

    4.7
    Rating, 4.7 out of 5 stars
    ·
    14K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    I

    Insper

    Administração Financeira

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Capital Budgeting, Financial Accounting, Income Statement, Balance Sheet, Return On Investment, Financial Management, Cash Flows, Cost Accounting, Business Mathematics

    4.8
    Rating, 4.8 out of 5 stars
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    933 reviews

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    Hybrid Project Plans and Changes

    Skills you'll gain: Change Orders, Change Control, Project Schedules, Timelines, Initiative and Leadership, Sprint Planning, Project Planning, Planning, Waterfall Methodology, Scheduling, Project Estimation, Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Investment Banking: M&A and Initial Public Offerings

    Skills you'll gain: Mergers & Acquisitions, Investment Banking, Private Equity, Financial Analysis, Capital Markets, Financial Statement Analysis, Business Valuation, Financial Modeling, Due Diligence, Negotiation

    4.7
    Rating, 4.7 out of 5 stars
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    90 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Pennsylvania

    The Business of Health Care

    Skills you'll gain: People Management, Financial Reporting, Financial Acumen, Financial Data, Financial Statements, Social Determinants Of Health, Managed Care, Operations Management, Income Statement, Employee Performance Management, Financial Analysis, Leadership and Management, Health Systems, Health Care Administration, Innovation, Value-Based Care, Process Improvement and Optimization, Decision Making, Health Care Procedure and Regulation, Insurance

    4.6
    Rating, 4.6 out of 5 stars
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    2K reviews

    Beginner · Specialization · 3 - 6 Months

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    U

    University of Pennsylvania

    Fundamentos Empresariales

    Skills you'll gain: Operations Management, Process Analysis, Balance Sheet, Operational Efficiency, Financial Statement Analysis, Financial Statements, Finance, Production Management, Business Process Management, Financial Accounting, Quality Management, Capital Budgeting, Branding, Financial Modeling, Accrual Accounting, Strategic Marketing, Marketing, Analysis, Case Studies, Business Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    445 reviews

    Beginner · Specialization · 3 - 6 Months

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    G

    Google

    Capstone: Applying Project Management in the Real World

    Skills you'll gain: Requirements Analysis, Milestones (Project Management), Management Reporting, Stakeholder Management, Project Management, Negotiation, Quality Management, Project Scoping, Stakeholder Analysis, Project Documentation, Project Performance, Project Planning, Interviewing Skills, Communication Strategies, Problem Solving

    4.9
    Rating, 4.9 out of 5 stars
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    13K reviews

    Beginner · Course · 1 - 4 Weeks

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    I

    Intuit

    Assets in Accounting

    Skills you'll gain: Inventory Accounting, Inventory Control, Depreciation, Fixed Asset, Property Accounting, Financial Accounting, Asset Management, Accounting, Financial Statements, Lease Contracts, Accounting Records, Bookkeeping, Income Statement, Balance Sheet, Capital Expenditure, Operating Expense

    4.4
    Rating, 4.4 out of 5 stars
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    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

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    E

    ESSEC Business School

    Negotiation, Mediation and Conflict Resolution

    Skills you'll gain: Mediation, Negotiation, Communication Strategies, Conflict Management, Active Listening, Cultural Sensitivity, Intercultural Competence, Cultural Diversity, Verbal Communication Skills, Communication, Relationship Building, Diplomacy, Labor Relations, Interpersonal Communications, Strategic Partnership, Case Studies, Non-Verbal Communication, Leadership, Analysis, Planning

    4.7
    Rating, 4.7 out of 5 stars
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    2.6K reviews

    Beginner · Specialization · 3 - 6 Months

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    U

    Universitat Politècnica de València

    Introducción a la inversión bursátil

    Skills you'll gain: Technical Analysis, Financial Market, Equities, Financial Trading, Investments, Portfolio Management, Market Trend, Financial Analysis, Securities Trading, Portfolio Risk, Trend Analysis, Analysis, Return On Investment, Risk Analysis, Risk Management

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Introducción a la Contabilidad Financiera

    Skills you'll gain: Financial Statement Analysis, Income Statement, Financial Statements, Accounting, Balance Sheet, Financial Accounting, Accrual Accounting, General Accounting, Financial Analysis, Financial Reporting, Cash Flows, Business Analytics

    4.8
    Rating, 4.8 out of 5 stars
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    1.3K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Accounting 2: University of Lausanne
  • IBM and ISC2 Cybersecurity Specialist: IBM
  • Administração Financeira: Insper
  • Hybrid Project Plans and Changes: Coursera
  • Investment Banking: M&A and Initial Public Offerings: University of Illinois Urbana-Champaign
  • The Business of Health Care: University of Pennsylvania
  • Fundamentos Empresariales: University of Pennsylvania
  • Capstone: Applying Project Management in the Real World: Google
  • Assets in Accounting: Intuit
  • Negotiation, Mediation and Conflict Resolution: ESSEC Business School

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