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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


  • L

    Logical Operations

    Finance and Budgeting Essentials for Business Professionals

    Skills you'll gain: Balance Sheet, Income Statement, Financial Statements, Financial Acumen, Operating Budget, Budget Management, Financial Data, Financial Accounting, Financial Analysis, Budgeting, Balancing (Ledger/Billing), Financial Management, Profit and Loss (P&L) Management, Corporate Finance, Cash Flows, Financial Planning, Finance, Cash Management, General Finance, Decision Making

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • C

    Coursera

    GenAI for Financial Controllers: Boosting Budget Accuracy

    Skills you'll gain: Financial Data, Financial Forecasting, Management Reporting, Dashboard, Budgeting, Financial Management, Predictive Modeling, Advanced Analytics, Forecasting, Power BI, AI Enablement, Generative AI, Tableau Software, Financial Modeling, Artificial Intelligence, Microsoft Excel, Financial Analysis, Data Visualization Software, Automation, Data Visualization

    Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Asset Management, Business Valuation, Market Dynamics, Quantitative Research

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

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Financial Reporting: Ledgers, Taxes, Auditing Best Practices

    Skills you'll gain: Ledgers (Accounting), Tax Planning, Tax Management, Auditing, Tax Compliance, Income Tax, Financial Auditing, Financial Reporting, General Ledger, Accounting Records, Regulatory Compliance, Compliance Management, Financial Controls, Reconciliation

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

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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 (12) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Risk Management, Wealth Management, Financial Planning, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Case Studies, Innovation

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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 (14) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Data, Accounting, Financial Analysis, Forecasting, Financial Acumen, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Acumen, Business Metrics, Business Management, Organizational Strategy, Strategic Decision-Making, Cash Flows

    ★ 4.7 (322) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of California, Irvine

    Fundamentals of Finance

    Skills you'll gain: Cash Flow Forecasting, Banking

    ★ 4.7 (219) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Forecasting, Financial Statements, Financial Acumen, Financial Reporting, Forecasting, Financial Analysis, Financial Modeling, Analysis, Generally Accepted Accounting Principles (GAAP), Finance

    ★ 4.6 (41) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Build toward a degree
    Build toward a degree
  • 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

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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 (911) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…789…469

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

  • Finance and Budgeting Essentials for Business Professionals: Logical Operations
  • GenAI for Financial Controllers: Boosting Budget Accuracy: Coursera
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Program Financial Planning with ClickUp: Coursera
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Program Finance and Investment: Microsoft
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Fundamentals of Finance: University of California, Irvine
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign

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