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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


  • C

    Coursera

    Analyze Tax Planning Drivers

    Skills you'll gain: Tax Planning, Tax Management, Tax Returns, Tax Compliance, Income Tax, Variance Analysis, Analysis, Tax, Tax Laws, Excel Formulas, Workflow Management, Anomaly Detection, Project Documentation, Report Writing

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • U

    Università di Napoli Federico II

    Financial Intermediation

    Skills you'll gain: Bank Regulations, Financial Regulation, FinTech, Financial Systems, Banking, Financial Services, Financial Regulations, Financial Statement Analysis, Commercial Banking, Commercial Lending, Financial Statements, Financial Data, Balance Sheet, Financial Modeling, Financial Market, Financial Policy, Economic Development, Econometrics, Financial Analysis, International Finance

    Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • J

    Johns Hopkins University

    Project Management and Planning

    Skills you'll gain: Project Closure, Work Breakdown Structure, Earned Value Management, Configuration Management, Project Portfolio Management, Communication Planning, Negotiation, Project Management Life Cycle, Project Management, Project Schedules, Project Controls, Agile Methodology, Project Risk Management, Project Implementation, Product Roadmaps, Scheduling, Project Planning, Risk Management, Team Leadership, Stakeholder Engagement

    4.7 stars, 160 reviews, Intermediate, Specialization, 3 - 6 Months

    ★ 4.7 (160) · Intermediate · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • C

    Coursera

    Project Setup & Planning

    Skills you'll gain: Project Portfolio Management, Resource Utilization, Workflow Management, Dashboard, Project Management Software, Resource Allocation, Project Planning, Process Design, Project Schedules, Work Breakdown Structure, Program Management, Project Management, Project Coordination, Scheduling, Portfolio Management, Resource Planning, Capacity Management, Dependency Analysis

    Beginner · Course · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Colorado Boulder

    Project Planning and Execution

    Skills you'll gain: Engineering Management, Risk Management, Project Planning, Product Quality (QA/QC), Project Management, Budget Management, Project Estimation, Procurement, Cost Estimation, Estimation

    4.8 stars, 314 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (314) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
    Category: Build toward a degree
    Build toward a degree
  • U

    University of Washington

    Business English: Planning & Negotiating

    Skills you'll gain: Negotiation, Events and Conferences, Event Planning, Event Management, Communication Strategies, Business Writing, Business Communication, Verbal Communication Skills, Planning, Oral Expression, Writing, Proposal Development, Oral Comprehension, Decision Making, Language Competency, Customer Complaint Resolution, Vocabulary

    4.8 stars, 625 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.8 (625) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Strategic & Deal Planning

    Skills you'll gain: B2B Sales, Strategic Partnership, Sales Strategy, Business Planning, Sales Territory Management, Sales Management, Account Strategy, Business Development, New Business Development, Sales Pipelines, Proposal Development, Go To Market Strategy, Cost Benefit Analysis, Price Negotiation, Strategic Decision-Making, Decision Making, Value Propositions, Prioritization

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • U

    University of Illinois Urbana-Champaign

    Project Initiation and Planning

    Skills you'll gain: Agile Methodology, Agile Project Management, Project Planning, Waterfall Methodology, Timelines, Project Schedules, Scheduling, Communication Planning, Project Management, Project Management Life Cycle, Project Scoping, Sprint Planning, Stakeholder Communications, Project Estimation, Stakeholder Management, Scope Management, AI Enablement, Risk Management, Resource Management, Dependency Analysis

    4.8 stars, 153 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (153) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
    Category: Build toward a degree
    Build toward a degree
  • U

    University of Illinois Urbana-Champaign

    Formal Financial Accounting

    Skills you'll gain: Bookkeeping, Ledgers (Accounting), Technical Accounting, Accounting, Accounting Records, Financial Accounting, General Ledger, Balancing (Ledger/Billing), Management Accounting, Financial Reporting, Inventory Accounting, Equities, Property Accounting, Balance Sheet, Fixed Asset, Depreciation, Accounts Receivable, Financial Statements

    4.8 stars, 385 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (385) · Beginner · Course · 1 - 3 Months

  • L

    LearnKartS

    Risk Strategy and Planning

    Skills you'll gain: Risk Management, Risk Management Framework, Risk Mitigation, Risk Analysis, Risk Appetite, Business Risk Management, Project Risk Management, Enterprise Risk Management (ERM), Contingency Planning, Governance Risk Management and Compliance, Business Continuity Planning, Business Continuity, Stakeholder Management, Compliance Reporting, Performance Reporting, Stakeholder Communications, Stakeholder Engagement, Project Documentation

    4.7 stars, 33 reviews, Intermediate, Course, 1 - 4 Weeks

    ★ 4.7 (33) · Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Financial Accounting Explained

    Skills you'll gain: Financial Reporting, Financial Statements, Accounting Software, Financial Accounting, Financial Statement Analysis, Standard Accounting Practices, Bookkeeping, Accounting and Finance Software, Accounting Records, Accounting, Generally Accepted Accounting Principles (GAAP), Finance, Business Analysis

    4.6 stars, 108 reviews, Intermediate, Guided Project, Less Than 2 Hours

    ★ 4.6 (108) · Intermediate · Guided Project · Less Than 2 Hours

  • E

    EDUCBA

    Event Management Strategies & Planning

    Skills you'll gain: Event Management, Events and Conferences, Event Planning, Event Marketing, Strategic Planning, Business Planning, Marketing Planning, Target Audience, Performance Measurement, Operational Analysis, Drive Engagement, Coordinating, Project Management, Communication Planning, Campaign Planning, Campaign Management, Strategic Decision-Making, Customer Analysis, Driving engagement, Target Market

    4.9 stars, 14 reviews, Mixed, Course, 1 - 3 Months

    ★ 4.9 (14) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
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In summary, here are 10 of our most popular financial planning courses

  • Analyze Tax Planning Drivers: Coursera
  • Financial Intermediation: Università di Napoli Federico II
  • Project Management and Planning: Johns Hopkins University
  • Project Setup & Planning: Coursera
  • Project Planning and Execution: University of Colorado Boulder
  • Business English: Planning & Negotiating: University of Washington
  • Strategic & Deal Planning: Coursera
  • Project Initiation and Planning: University of Illinois Urbana-Champaign
  • Formal Financial Accounting: University of Illinois Urbana-Champaign
  • Risk Strategy and Planning: LearnKartS

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