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  • Financial Planning

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


  • U

    University of Illinois Urbana-Champaign

    Financial Analysis of Organizations

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Forecasting, Income Statement, Balance Sheet, Financial Analysis, Forecasting, Cash Flow Forecasting, Financial Modeling, Cash Flows, Accounting, Cash Management, Equities, Business Valuation, Financial Planning, Capital Expenditure, Business Metrics, Finance

    4.6 stars, 147 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.6 (147) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • R

    Rice University

    Engineering Project Management: Initiating and Planning

    Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Stakeholder Engagement, Project Management, Engineering Management, Project Management Life Cycle, Project Coordination, Stakeholder Analysis, Project Scoping, Program Evaluation, Stakeholder Communications, Planning, Project Planning, Cost Benefit Analysis, Requirements Management, Project Performance, Financial Analysis, Project Management Institute (PMI) Methodology

    4.7 stars, 3.5K reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (3.5K) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Event Planning, Marketing and Execution

    Skills you'll gain: Event Marketing, Event Management, Competitive Analysis, Events and Conferences, Event Planning, Strategic Planning, Brand Marketing, Risk Analysis, Team Leadership, Budget Management, Business Planning, Promotional Strategies, Promotions and Campaigns, Team Management, Market Analysis, Marketing Budgets, Plan Execution, Risk Management, Operational Analysis, Branding

    4.8 stars, 37 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (37) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Software Project Planning & Estimation

    Skills you'll gain: Software Development Methodologies, Project Estimation, Database Development, Database Design, Scheduling, Oracle Databases, Stakeholder Engagement, Oracle SQL Developer, Scope Management, Relational Databases, Team Management, Cost Estimation, Database Application, SQL, Agile Project Management, Estimation, Project Planning, Software Engineering, Risk Management, Functional Requirement

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Program Procurement Planning with ClickUp

    Skills you'll gain: Program Management, Agile Methodology, Project Planning, Process Modeling, Business Modeling, Diagram Design, Program Development, Agile Project Management, Strategic Planning, Procurement, Process Flow Diagrams

    4.4 stars, 17 reviews, Intermediate, Guided Project, Less Than 2 Hours

    ★ 4.4 (17) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • C

    Coursera

    AI-Powered Finance: Forecasting, Planning & Reporting

    Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Tax Management, Large Language Modeling, LLM Application, Auditing, Portfolio Risk, Portfolio Management, Tax Compliance, Generative AI, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Financial Auditing, Financial Data, Artificial Intelligence, Risk Management

    4.3 stars, 292 reviews, Intermediate, Specialization, 3 - 6 Months

    ★ 4.3 (292) · Intermediate · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
  • A

    Amazon Web Services

    Planning a Generative AI Project

    Skills you'll gain: Generative AI, Generative Model Architectures, AI Product Strategy, AI Enablement, Risking, Communication

    4.5 stars, 164 reviews, Beginner, Course, 1 - 4 Weeks

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

    Category: Free
    Free
  • E

    EDUCBA

    HR Management and Workforce Planning

    Skills you'll gain: Human Resources Management and Planning, Employee Training, Human Resources, Human Resource Management, Training and Development, Performance Appraisal, Human Resource Strategy, Employee Performance Management, Training Programs, Compensation Management, Talent Recruitment, Compensation Strategy, Human Capital, Organizational Effectiveness, Management Reporting, Compensation Analysis, Performance Measurement, Workforce Planning, Performance Management, Talent Acquisition

    4.8 stars, 20 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (20) · Beginner · Specialization · 3 - 6 Months

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

    University of Illinois Urbana-Champaign

    Financial Analysis and Valuation

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Business Valuation, Financial Analysis, Financial Reporting, Financial Forecasting, Financial Accounting, Accounting, Balance Sheet, Financial Data, Forecasting, Income Statement, Analysis, Critical Thinking, Financial Modeling, Analytical Skills, Cash Flow Forecasting, General Accounting, Generally Accepted Accounting Principles (GAAP), Finance

    4.7 stars, 192 reviews, Intermediate, Specialization, 3 - 6 Months

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

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    AutoCAD Architectural Design & Residential Planning

    Skills you'll gain: Architectural Drawing, AutoCAD, Architectural Design, Building Design, Architecture and Construction, Technical Drawing, Engineering Drawings, Civil and Architectural Engineering, Drafting and Engineering Design, Computer-Aided Design, Engineering Plans And Specifications, Sustainable Architecture, Autodesk, AutoCAD Civil 3D, Architectural Engineering, Structural Engineering, Land Development, Functional Design, Layout Design, 3D Modeling

    4.8 stars, 77 reviews, Beginner, Specialization, 1 - 3 Months

    ★ 4.8 (77) · Beginner · Specialization · 1 - 3 Months

    Status: Free trial
    Free trial
  • L

    L&T EduTech

    Project Planning and Execution Management

    Skills you'll gain: Project Schedules, Earned Value Management, Risk Analysis, Cost Estimation, Scheduling, Cost Management, Project Controls, Project Management, Project Planning, Project Estimation, Resource Allocation, Project Risk Management, Budget Management, Risk Mitigation, Resource Management, Timelines, Risk Management, Resource Planning, Budgeting, Cost Control

    4.7 stars, 15 reviews, Advanced, Course, 1 - 3 Months

    ★ 4.7 (15) · Advanced · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • U

    University of Colorado Boulder

    Financial Forecasting and Reporting

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Environmental Social And Corporate Governance (ESG), Financial Analysis, Sustainability Reporting, Risk Management, Budgeting, Income Statement, Risk Modeling, Risk Analysis, Cost Benefit Analysis, Financial Management, Financial Reporting, Balance Sheet, Corporate Sustainability, Financial Forecasting, Engineering Management, Operating Budget, Business Reporting, Cash Flows

    4.8 stars, 84 reviews, Intermediate, Course, 1 - 3 Months

    ★ 4.8 (84) · Intermediate · Course · 1 - 3 Months

    Status: Free trial
    Free trial
    Category: Build toward a degree
    Build toward a degree
1…222324…642

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

  • Financial Analysis of Organizations: University of Illinois Urbana-Champaign
  • Engineering Project Management: Initiating and Planning: Rice University
  • Event Planning, Marketing and Execution: EDUCBA
  • Software Project Planning & Estimation: EDUCBA
  • Program Procurement Planning with ClickUp: Coursera
  • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera
  • Planning a Generative AI Project: Amazon Web Services
  • HR Management and Workforce Planning: EDUCBA
  • Financial Analysis and Valuation: University of Illinois Urbana-Champaign
  • AutoCAD Architectural Design & Residential Planning: EDUCBA

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