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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


  • U

    University of California, Irvine

    Introduction to Financial Accounting: The Accounting Cycle

    Skills you'll gain: Ledgers (Accounting), Balancing (Ledger/Billing), Accounting, Month End Closing, Accounting Records, Bookkeeping, Financial Accounting, Financial Statements, General Accounting, Financial Reporting, General Ledger, Financial Statement Analysis, Accrual Accounting, Standard Accounting Practices, Accruals, Income Statement, Balance Sheet, Revenue Recognition, Business Ethics, Ethical Standards And Conduct

    ★ 4.7 (776) · Beginner · Specialization · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Copenhagen Business School

    Social Business Model and Planning for Social Innovation

    Skills you'll gain: Business Planning, Social Impact, Team Collaboration, Organizational Structure, Business Modeling, Entrepreneurship, Business Strategies, Entrepreneurial Finance, Fundraising, Organizational Strategy, Governance, Business Development, Value Propositions, Investments, Presentations

    ★ 4.7 (126) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Financial Reporting with Tableau: Parameters & Filters

    Skills you'll gain: Dashboard, Dashboard Creation, Tableau Software, Interactive Data Visualization, Financial Reporting, Financial Data, Business Reporting, Financial Statements, Business Intelligence, Financial Acumen, Financial Analysis, Data Visualization Software, Performance Analysis, Key Performance Indicators (KPIs)

    Intermediate · Guided Project · Less Than 2 Hours

  • L

    Logical Operations

    Project Management: Planning Time, Cost, and Scope

    Skills you'll gain: Project Schedules, Cost Management, Project Scoping, Scheduling, Project Planning, Estimation, Project Management, Resource Planning, Time Management, Agile Project Management, Microsoft Excel, Microsoft Word, Team Leadership, Leadership, Leadership Development

    Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Financial Risk Management and Market Analysis

    Skills you'll gain: Derivatives, Enterprise Risk Management (ERM), Risk Management Framework, Financial Market, Risk Management, Futures Exchange, Risk Analysis, Financial Services, Financial Trading, Credit Risk, Operational Risk, Market Liquidity, Financial Analysis, Risk Mitigation, Correlation Analysis, Investment Management, Quantitative Research, Probability & Statistics, Market Dynamics, Probability

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Apply Financial Risk, Capital & Governance Analytics

    Skills you'll gain: Risk Management Framework, Governance Risk Management and Compliance, Risk Modeling, Risk Analysis, Financial Analysis, Financial Market, Financial Trading, Cyber Governance, Risk Management, Bank Regulations, Financial Regulations, Financial Systems, Operational Risk, Analysis, Financial Services, Hedge Accounting, Performance Stress Testing, Business Continuity, Governance, Capital Budgeting

    ★ 5 (21) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • J

    John Wiley & Sons

    Project Planning: Scheduling, Scope, and Team Building

    Skills you'll gain: Sprint Planning, Team Motivation, Project Schedules, Project Estimation, Project Scoping, Team Performance Management, Project Management, Team Building, Project Planning, Team Management, Work Breakdown Structure, Scheduling, Agile Project Management, Scope Management, Project Coordination, Estimation, Cost Estimation, Agile Methodology, Leadership, Risk Management

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • C

    Coursera

    TikTok Planning: Manage Content Like a Pro

    Skills you'll gain: TikTok, Content Scheduling, Social Media Content, Content Strategy, Content Development and Management, Calendar Management, Workflow Management, Content Creation, Content Management, Social Media Management, Scheduling, Market Opportunities

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • A

    Alfaisal University | KLD

    إتقان الإدارة المالية | Mastering Financial Management

    Skills you'll gain: Working Capital, Financial Analysis, Financial Management, Budget Management, Investment Management, Risk Management, Financial Statement Analysis, Capital Budgeting, Return On Investment, Risk Analysis, Business Risk Management, Market Liquidity, Performance Measurement

    ★ 4.7 (43) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • E

    EDUCBA

    Apply Bookkeeping & Accounting for Financial Reporting

    Skills you'll gain: Ledgers (Accounting), Bookkeeping, Cash Flows, Financial Accounting, Financial Statement Analysis, Financial Reporting, Financial Statements, Small Business Accounting, Cash Management, Financial Analysis, Accounting, General Accounting, Accounting Records, Balancing (Ledger/Billing), Reconciliation, Standard Accounting Practices, Balance Sheet, Income Statement, General Ledger, Profit and Loss (P&L) Management

    ★ 4.7 (12) · Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Financial Statement and Ratio Analysis for Accountants

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Balance Sheet, Income Statement, General Accounting, Generally Accepted Accounting Principles (GAAP), Finance, Financial Forecasting, Equities, Annual Reports, Return On Investment, Business Valuation

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

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • E

    EDUCBA

    Analyze Financial Data Using Advanced Techniques

    Skills you'll gain: Technical Analysis, Market Dynamics, Economics, International Finance, Financial Analysis, Financial Data, Supply And Demand, Probability, Data Analysis, Advanced Analytics, Financial Policy, Market Data, Financial Trading, Market Trend, Statistical Analysis, Probability Distribution, Consumer Behaviour, Risk Analysis, Finance, Business

    ★ 4.8 (16) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
1…444546…620

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

  • Introduction to Financial Accounting: The Accounting Cycle: University of California, Irvine
  • Social Business Model and Planning for Social Innovation: Copenhagen Business School
  • Financial Reporting with Tableau: Parameters & Filters: Coursera
  • Project Management: Planning Time, Cost, and Scope: Logical Operations
  • Financial Risk Management and Market Analysis: EDUCBA
  • Apply Financial Risk, Capital & Governance Analytics: EDUCBA
  • Project Planning: Scheduling, Scope, and Team Building: John Wiley & Sons
  • TikTok Planning: Manage Content Like a Pro: Coursera
  • إتقان الإدارة المالية | Mastering Financial Management: Alfaisal University | KLD
  • Apply Bookkeeping & Accounting for Financial Reporting: EDUCBA

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