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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 Illinois Urbana-Champaign

    Fundamentals of Accounting

    Skills you'll gain: Balance Sheet, Financial Statements, Management Accounting, Performance Measurement, Income Statement, Financial Statement Analysis, Cost Accounting, Capacity Management, Operating Cost, Financial Reporting, Asset Management, Organizational Strategy, Performance Analysis, Financial Accounting, Operational Analysis, Financial Analysis, Budgeting, Operating Budget, Cost Control, Fixed Asset

    ★ 4.6 (2.1K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • P

    Pearson

    Writing a Business Plan

    Skills you'll gain: Value Propositions, Business Planning, Presentations, Microsoft PowerPoint, Market Opportunities, Business Writing, Entrepreneurship, Persuasive Communication, Overcoming Objections, Financial Forecasting, Business Strategy, Target Market, Financial Planning

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • E

    EDUCBA

    Healthcare Economics and Insurance Basics

    Skills you'll gain: Health Care Administration, Cost Management, Health Systems, Cost Control, Health Policy, Health Administration, Financial Management, Healthcare Industry Knowledge, Health Care, Demand Planning, Insurance, Health Care Procedure and Regulation, Forecasting, Economics, Financial Systems, Utilization Management, Resource Utilization, Community Health, Decision Making, Resource Allocation

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • U

    University of Illinois Urbana-Champaign

    Money, Wealth, and Happiness

    Skills you'll gain: Loans, Investment Management, General Finance, Cash Flows, General Lending, Financial Services, Expense Management, Empowerment, Consumer Behaviour, Case Management

    ★ 4.6 (1.4K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • J

    John Wiley & Sons

    Deal Structuring and Execution: LBOs and M&A

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Bidding, Transaction Processing, Capital Markets, Business Valuation, Financial Statement Analysis, Loans, Case Studies, Financial Analysis, Closing (Sales), Investments, Finance, Business Modeling, Financial Management, Balance Sheet, Return On Investment, Cash Flows

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Pearson

    Stock Investments

    Skills you'll gain: Equities, Securities Trading, Financial Market, Investments, Portfolio Management, Financial Trading, Investment Management, Portfolio Risk, Financial Planning, General Finance, Business Valuation, Market Data, Risk Analysis, Goal Setting, Financial Analysis

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
  • R

    Rutgers the State University of New Jersey

    Supply Chain Logistics

    Skills you'll gain: Inventory Management, Warehousing, Warehouse Management, Logistics Management, Inventory and Warehousing, Inventory Management System, Transportation, Supply Chain, and Logistics, Inventory Control, Warehouse Operations, Logistics, Transportation Operations, Transportation Management, Supply Chain Management, Supply Chain, Order Delivery, Customer Service, Operating Cost

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

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Enterprise and Operational Risk Management

    Skills you'll gain: Operational Risk, Risk Modeling, Governance Risk Management and Compliance, Governance, Enterprise Risk Management (ERM), Risk Management Framework, Risk Control, Operational Analysis, Risk Management, Capital Markets, Risk Analysis, Bank Regulations, Internal Controls, Securities (Finance), Banking, Performance Measurement, Data Quality, Planning

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • T

    The Hong Kong University of Science and Technology

    FinTech: Finance Industry Transformation and Regulation

    Skills you'll gain: FinTech, Governance Risk Management and Compliance, Regulatory Compliance, Financial Regulation, Business Continuity Planning, Compliance Management, Disaster Recovery, Risk Management Framework, Financial Regulations, Financial Controls, Operational Risk, Bank Regulations, Business Continuity, Security Management, Financial Services, Market Trend, Financial Systems, Workforce Development, Banking, Blockchain

    ★ 4.7 (1K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    Universidad Nacional Autónoma de México

    Fundamentos Estratégicos Empresariales

    Skills you'll gain: Business Planning, ISO 9000 Series, Strategic Marketing, Marketing, Financial Statement Analysis, Financial Statements, Quality Management Systems, Organizational Strategy, Financial Analysis, Product Planning, Governance, Marketing Planning, Corporate Strategy, Operations Management, Organizational Structure, Working Capital, Financial Data, Business Strategies, Market Analysis, Quality Management

    ★ 4.7 (1.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • A

    Atlassian

    Agile with Atlassian Jira

    Skills you'll gain: Jira (Software), Agile Methodology, Scrum (Software Development), Kanban Principles, Agile Software Development, Agile Project Management, Lean Methodologies, Backlogs, Agile Product Development, Project Management Software, Sprint Planning, User Story, Workflow Management, Project Management, Issue Tracking, Configuration Management, Query Languages, Software Versioning, Continuous Improvement Process, User Accounts

    ★ 4.7 (9.7K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • S

    STARWEAVER

    Ratio Analysis & Valuation Methods

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Business Valuation, Financial Statements, Operational Efficiency, Financial Acumen, Working Capital, Profit and Loss (P&L) Management, Business Metrics, Gross Profit, Operational Analysis, Financial Modeling, Financial Data, Balance Sheet, Return On Investment, General Finance, Finance, Income Statement, Analysis, Market Analysis

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
1…727374…620

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

  • Fundamentals of Accounting: University of Illinois Urbana-Champaign
  • Writing a Business Plan: Pearson
  • Healthcare Economics and Insurance Basics: EDUCBA
  • Money, Wealth, and Happiness: University of Illinois Urbana-Champaign
  • Deal Structuring and Execution: LBOs and M&A: John Wiley & Sons
  • Stock Investments: Pearson
  • Supply Chain Logistics: Rutgers the State University of New Jersey
  • Enterprise and Operational Risk Management: EDUCBA
  • FinTech: Finance Industry Transformation and Regulation: The Hong Kong University of Science and Technology
  • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México

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