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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
    U

    Universidad Nacional Autónoma de México

    Matemáticas financieras

    Skills you'll gain: Business Mathematics, Financial Management, Finance, Financial Modeling, Investment Management, Capital Budgeting, Financial Analysis, Return On Investment, Loans, Investments, Cash Flows, Corporate Finance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Auditing II: The Practice of Auditing

    Skills you'll gain: Auditing, Internal Controls, Financial Auditing, External Auditing, Generally Accepted Auditing Standards, Fraud detection, Internal Auditing, Audit Planning, Audit Working Papers, Financial Controls, Compliance Auditing, Auditors Report, Verification And Validation, Risk Analysis, Business Risk Management, Risk Management, Probability & Statistics, Financial Reporting, Business Process

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    293 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Integrated Marketing Communications: Advertising, Public Relations, Digital Marketing and more

    Skills you'll gain: Marketing Communications, Integrated Marketing Communications, Advertising, Marketing, Marketing Budgets, Brand Marketing, Communication Planning, Marketing Planning, Brand Strategy, Brand Management, Brand Loyalty, Branding, Marketing Management, Campaign Management, Marketing Strategy and Techniques, Media Planning, Brand Awareness, Promotional Strategies, Consumer Behaviour, Communication

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part I

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Business Development, Strategic Thinking, Business Priorities, Entrepreneurship, Business Process, Planning, Value Propositions, Market Opportunities, Innovation, Business Intelligence, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    660 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    Essentials of Corporate Finance Capstone

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Modeling, Financial Management, Financial Data, Investment Management, Strategic Decision-Making, Corporate Finance, Market Data, Risk Analysis, Business Valuation, Capital Markets

    4.8
    Rating, 4.8 out of 5 stars
    ·
    136 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    LearnKartS

    Predictive Project Methodologies

    Skills you'll gain: Project Closure, Project Controls, Procurement, Scope Management, Earned Value Management, Project Management, Project Schedules, Cost Management, Project Management Life Cycle, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Communications, Stakeholder Management, Project Performance, Scheduling, Cost Estimation, Communication, Quality Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Introduction to Generative AI in Finance

    Skills you'll gain: Generative AI, Fraud detection, AI Personalization, Predictive Analytics, Financial Services, Personalized Service, Financial Trading, Financial Reporting, FinTech, Forecasting, Compliance Management, Artificial Intelligence, Risk Analysis, Emerging Technologies, Automation

    3.6
    Rating, 3.6 out of 5 stars
    ·
    65 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The Hong Kong University of Science and Technology

    FinTech Risk Management

    Skills you'll gain: Business Continuity Planning, Compliance Management, Disaster Recovery, Operational Risk, Financial Services, Financial Regulations, Risk Management, Business Risk Management, Governance, IT Management, Information Assurance, Internal Controls, Risk Analysis, Change Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    215 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Budgeting and Scheduling Projects

    Skills you'll gain: Cost Estimation, Project Schedules, Estimation, Quality Management, Milestones (Project Management), Project Planning, Project Management, Scheduling, Timelines, Work Breakdown Structure, Budgeting, Resource Allocation, Resource Management, Matrix Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    M

    Measure What Matters

    OKR Certification: Leadership and Goal Setting

    Skills you'll gain: Smart Goals, Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Organizational Leadership, Business Priorities, Organizational Strategy, Leadership and Management, Performance Management, Team Performance Management, Employee Performance Management, Prioritization, Recognizing Others, Performance Measurement, Planning, Business Strategy, Constructive Feedback, Communication

    4.9
    Rating, 4.9 out of 5 stars
    ·
    643 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Precision Bookkeeping: Records, Reconciliation, Reporting

    Skills you'll gain: Reconciliation, Accounting Records, Bookkeeping, Financial Reporting, Financial Controls, Accounting, Financial Data, Compliance Management, Financial Statements, Internal Communications, Verbal Communication Skills, Internal Controls, Automation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    106 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Status: AI skills
    AI skills
    I

    IBM

    IBM Program Manager

    Skills you'll gain: Program Management, Stakeholder Management, Resource Allocation, Agile Software Development, Agile Methodology, Project Management Life Cycle, Kanban Principles, Change Management, Project Management Office (PMO), Organizational Change, Responsible AI, Organizational Strategy, Agile Project Management, Risk Management, Governance, Cost Management, Earned Value Management, Team Building, Project Management, Leadership

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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

  • Matemáticas financieras: Universidad Nacional Autónoma de México
  • Auditing II: The Practice of Auditing: University of Illinois Urbana-Champaign
  • Integrated Marketing Communications: Advertising, Public Relations, Digital Marketing and more: IE Business School
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • Essentials of Corporate Finance Capstone: The University of Melbourne
  • Predictive Project Methodologies: LearnKartS
  • Introduction to Generative AI in Finance: Coursera
  • FinTech Risk Management: The Hong Kong University of Science and Technology
  • Budgeting and Scheduling Projects: University of California, Irvine
  • OKR Certification: Leadership and Goal Setting: Measure What Matters

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