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  2. 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

    RiskWise.

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Risk Management Framework, Asset Protection, Underwriting, Long Term Care, Economics, Wealth Management, Risk Analysis, Financial Planning, Asset Management, Legal Risk, Property Management, Portfolio Risk, Contract Review, Finance, Human Capital, Property and Real Estate, Behavioral Management

    4.9 stars, 147 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.9 (147) · Beginner · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Financial Analysis & Investment Strategy Mastery

    Skills you'll gain: Financial Statement Analysis, Capital Budgeting, Financial Modeling, Working Capital, Financial Statements, Investment Banking, Cash Flows, Derivatives, Technical Analysis, Equities, Portfolio Management, Corporate Finance, Financial Trading, Business Ethics, Financial Market, Market Dynamics, Investments, Financial Analysis, Finance, Analysis

    4.9 stars, 42 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.9 (42) · Beginner · Specialization · 3 - 6 Months

  • U

    University of Arizona

    Healthcare Accounting: Financial Planning & Capital Budgets

    Skills you'll gain: Operating Budget, Financial Analysis, Budgeting, Variance Analysis, Capital Budgeting, Budget Management, Management Accounting, Cost Accounting, Accounting, Financial Accounting, Health Care Administration, Finance, Health Administration, Non-Profit Accounting, Healthcare Project Management, Financial Statements, Cash Flows, Healthcare Industry Knowledge

    Mixed · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Financial Planning and Risk Management Essentials

    Skills you'll gain: Derivatives, Financial Planning, Risk Management, Wealth Management, Portfolio Management, Financial Market, Insurance, Risk Mitigation, Financial Trading, Finance, Portfolio Risk, Insurance Policies, Financial Management, Investment Management, Investments, Financial Analysis, Planning, Analysis, Construction

    Mixed · Course · 1 - 3 Months

    Category: New
    New
  • U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Business Valuation, Corporate Finance, Mortgage Loans, Risk Analysis, Excel Formulas, Equities, Investments, Financial Market, Financial Data

    4.7 stars, 1.3K reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.7 (1.3K) · Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Alternatives as We Age: Retirement and Legacy Planning

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Financial Planning, Financial Modeling, Investments, Asset Management, Investment Management

    3.7 stars, 6 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 3.7 (6) · Beginner · Course · 1 - 4 Weeks

  • J

    John Wiley & Sons

    Saving, Investing, Insurance, and Retirement Planning

    Skills you'll gain: Estate Planning, Portfolio Management, Investment Management, Asset Protection, Long Term Care, Portfolio Risk, Wealth Management, Financial Planning, Insurance Policies, Brokerage, Finance, Financial Market, International Finance, Asset Management, Real Estate, Property and Real Estate, Risk Management, Return On Investment, Risk Analysis, Growth Strategies

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
  • D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Finance, Consumer Behaviour, Financial Market, Economics, Psychology

    4.4 stars, 4.6K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (4.6K) · Beginner · Course · 1 - 4 Weeks

  • P

    Pearson

    Principles of Finance

    Skills you'll gain: Working Capital, Capital Budgeting, Accounts Receivable, Cash Management, Financial Market, International Finance, Finance, Financial Analysis, Capital Markets, General Finance, Financial Statements, Financial Statement Analysis, Business Ethics, Cash Flows, Financial Management, Business, Financial Acumen, Equities, Portfolio Risk, Corporate Finance

    Beginner · Specialization · 1 - 3 Months

    Category: New
    New
  • S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Cash Flows, Budgeting, Smart Goals, Tax, Financial Planning, General Finance, Finance

    4.6 stars, 249 reviews, Beginner, Course, 1 - 4 Weeks

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

  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Risk Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Risk Analysis, Investment Banking, Market Dynamics, Market Trend

    4.4 stars, 159 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (159) · Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Management Software, Finance, Financial Planning, Diagram Design, Strategic Planning

    4.3 stars, 12 reviews, Intermediate, Guided Project, Less Than 2 Hours

    ★ 4.3 (12) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
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