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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


  • Status: Free Trial
    Free Trial
    E

    Emory University

    Mastering Business Essentials: Finance

    Skills you'll gain: Finance, Corporate Finance, Business Valuation, Return On Investment, Financial Planning, Financial Management, Capital Budgeting, Financial Analysis, Cash Flows, Financial Services, Wealth Management, Investment Management, Financial Modeling, Investments, Risk Analysis, Portfolio Management, Accounting

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Generative AI, Financial Management, Market Intelligence, Data-Driven Decision-Making, AI Enablement, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    3.9
    Rating, 3.9 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    What is Financial Accounting?

    Skills you'll gain: Accounting Systems, Accounting, Financial Accounting, Financial Statements, Accounting Records, General Accounting, Bookkeeping, Ledgers (Accounting), Standard Accounting Practices, General Ledger, Financial Reporting, Balance Sheet, Income Statement, Business Ethics, Ethical Standards And Conduct, Excel Formulas, Transaction Processing, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    529 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    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 Reporting, General Ledger, Accounting Systems, Financial Regulation, Compliance Management, Accounting Records, Financial Controls

    4.6
    Rating, 4.6 out of 5 stars
    ·
    75 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Content Marketing, Balance Sheet, Profit and Loss (P&L) Management, Cash Flows, Registration, Web Servers

    Beginner · Course · 1 - 3 Months

  • 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

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Introduction to Financial Analysis - The "Why?"

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Finance, Accounting, Financial Accounting, Business Valuation, Financial Statements, Financial Management, Corporate Finance, Return On Investment, Entrepreneurial Finance, Risk Analysis, Cash Flows, Equities, Loans

    4.7
    Rating, 4.7 out of 5 stars
    ·
    320 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Valuation & Strategic Finance

    Skills you'll gain: Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flows, Competitive Analysis, Financial Modeling, Investment Management, Finance, Capital Budgeting, Financial Forecasting, Market Analysis

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Beyond the Financials: Insights, Analysis and Valuations

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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    19 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Financial Accounting

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Financial Accounting, Balance Sheet, Cash Flows, Income Statement, Working Capital, Gross Profit, Performance Analysis, Operating Expense, Depreciation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Practical Finance for Entrepreneurial Creatives

    Skills you'll gain: Business Planning, Risk Management, Entrepreneurial Finance, Insurance, Entrepreneurship, Cash Management, Business Strategy, Feasibility Studies, Financial Planning, Budgeting, Credit Risk, Financial Management, Investments, Loans, Intellectual Property

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Corporate finance: Know your numbers 2

    Skills you'll gain: Capital Budgeting, Financial Management, Corporate Finance, Business Valuation, Financial Modeling, Performance Measurement, Financial Analysis, Risk Analysis, Equities, Return On Investment, Cash Flows, Case Studies, Working Capital

    3.7
    Rating, 3.7 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 3 Months

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

  • Mastering Business Essentials: Finance: Emory University
  • GenAI for Financial Forecasting and Planning: Coursera
  • What is Financial Accounting?: University of California, Irvine
  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Financial & Technical Skills for Business Success: Packt
  • Financial Management Capstone: University of Illinois Urbana-Champaign
  • Introduction to Financial Analysis - The "Why?": University of Illinois Urbana-Champaign
  • Valuation & Strategic Finance: Fundação Instituto de Administração
  • Beyond the Financials: Insights, Analysis and Valuations: University of Illinois Urbana-Champaign
  • Financial Accounting: Fundação Instituto de Administração

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