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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


  • C

    Coursera

    Strategic Planning and Project Delivery

    Skills you'll gain: HubSpot CRM, Marketing Planning, Timelines, Marketing Operations, Plan Execution, Customer Relationship Management (CRM) Software, Marketing Strategies, Project Management, Strategic Planning, Brand Strategy, Marketing Analytics, Social Media Marketing, Content Strategy, Email Marketing, Performance Measurement, Digital Marketing, Google Analytics, AI Enablement, Search Engine Optimization, Generative AI

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Mergers Acquisitions Financial Modeling

    Skills you'll gain: Financial Modeling, Mergers & Acquisitions, Private Equity, Financial Forecasting, Financial Statement Analysis, Finance, Investment Banking, Cash Flow Forecasting, Business Valuation, Cash Flows, Financial Statements, Return On Investment, Case Studies, Financial Reporting, Financial Analysis, Working Capital, Forecasting, Balance Sheet, Financial Data, Risk Analysis

    Beginner · Specialization · 3 - 6 Months

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

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management

    4.8 stars, 1.4K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.8 (1.4K) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Corporate Finance Institute

    Economics for Financial Advisors

    Skills you'll gain: Consumer Behaviour, Economics, Economic Development, Market Data, Business Economics, Financial Policy, General Finance, Behavioral Economics, Market Dynamics, Decision Making, Fiscal Management, Public Policies

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Talent Acquisition and Recruitment Planning

    Skills you'll gain: Workforce Planning, Talent Recruitment, Human Resources Management and Planning, Talent Acquisition, Recruitment Strategies, Job Analysis, Workforce Management, Human Resources, Recruitment, Human Resource Strategy, Talent Sourcing, Talent Management, Human Resource Management, Strategic Sourcing, Forecasting, Organizational Effectiveness

    Mixed · Course · 1 - 4 Weeks

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

    EDUCBA

    Movie Budgeting and Production Planning

    Skills you'll gain: Video Production, Budgeting, Budget Management, Media Production, Photo/Video Production and Technology, Production Planning, Post-Production, Cinematography, Project Finance, Production Management, Intellectual Property, Coordinating, Video Editing, Storytelling, Workflow Management, Coordination

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • A

    Alfaisal University | KLD

    الأسواق المالية | Financial Markets

    Skills you'll gain: Financial Market, Derivatives, Investments, Capital Markets, International Finance, Financial Trading, Securities (Finance), General Finance, Securities Trading, Market Liquidity, Finance, Investment Management, Financial Management, Risk Analysis, Return On Investment

    4.6 stars, 16 reviews, Beginner, Course, 1 - 4 Weeks

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

  • U

    University of California, Davis

    Campaign Foundations & AI-Enhanced Planning

    Skills you'll gain: Persona Development, Smart Goals, Personalized Campaigns, Goal Setting, Campaign Management, Social Media Campaigns, Quality Assurance, AI Enablement, Generative AI Agents, Prompt Engineering, Marketing Materials, Marketing Planning, Branding, Target Audience, Generative AI, Marketing Effectiveness, Marketing, Content Strategy, Social Media Strategy, Social Media Content

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • M

    Microsoft

    GenAI Enhanced Financial Analysis

    Skills you'll gain: Financial Forecasting, Financial Analysis, Financial Statement Analysis, Variance Analysis, Financial Acumen, Financial Statements, Data Transformation, Forecasting, Power BI, Data Quality, Data Governance, Financial Data, Dashboard Creation, Revenue Forecasting, Dashboard, Time Series Analysis and Forecasting, Business Reporting, Anomaly Detection, Data Storytelling, Audit Working Papers

    Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • M

    Minnesota State University, Mankato

    Planning and Executing Healthcare Projects

    Skills you'll gain: Healthcare Project Management, Stakeholder Analysis, Scheduling, Work Breakdown Structure, Communication Planning, Change Control, Project Planning, Project Management, Project Performance, Performance Metric, Project Schedules, Project Implementation, Project Risk Management, Timelines, Budget Management, Stakeholder Engagement, Budgeting, Stakeholder Management, Risk Management, Change Management

    Beginner · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • I

    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Investment Management, Investments, Financial Market, Capital Markets, Securities (Finance), Financial Analysis, Equities, Social Impact, Sustainability Reporting, Environmental Policy, Sustainability Standards, Applied Machine Learning, Market Dynamics

    4.9 stars, 15 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.9 (15) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • C

    Copenhagen Business School

    Digital Transformation in Financial Services

    Skills you'll gain: FinTech, Technology Strategies, Payment Systems, Case Studies, Financial Services, Digital Transformation, International Finance, Payment Processing, Financial Systems, Banking Services, Banking, Innovation, Financial Regulation, Financial Regulations, Business Transformation, Financial Market, Competitive Analysis, Retail Banking, Analysis, Business Solutions

    4.4 stars, 2K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.4 (2K) · Beginner · Specialization · 3 - 6 Months

    Status: Free trial
    Free trial
1…272829…642

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

  • Strategic Planning and Project Delivery: Coursera
  • Mergers Acquisitions Financial Modeling: EDUCBA
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • Economics for Financial Advisors: Corporate Finance Institute
  • Talent Acquisition and Recruitment Planning: EDUCBA
  • Movie Budgeting and Production Planning: EDUCBA
  • الأسواق المالية | Financial Markets: Alfaisal University | KLD
  • Campaign Foundations & AI-Enhanced Planning: University of California, Davis
  • GenAI Enhanced Financial Analysis: Microsoft
  • Planning and Executing Healthcare Projects: Minnesota State University, Mankato

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