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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • I

    Illinois Tech

    A Comprehensive Excel Masterclass

    Skills you'll gain: Capital Budgeting, Microsoft Excel, Dashboard, Financial Modeling, Business Intelligence, Data Visualization, Key Performance Indicators (KPIs), Productivity Software, Excel Formulas, Spreadsheet Software, Interactive Data Visualization, Data Analysis Expressions (DAX), Business Metrics, Financial Analysis, Data-Driven Decision-Making, Financial Forecasting, Google Sheets, Finance, Microsoft Office, Loans

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    67 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    P

    Packt

    Meeting Design: A Tactical Guide for Productive Meetings

    Skills you'll gain: Meeting Facilitation, Conflict Management, Sprint Retrospectives, Collaboration, Teamwork, Design Thinking, Continuous Improvement Process, Organizational Effectiveness, Stakeholder Analysis, Taking Meeting Minutes, Organizational Development, Sales Presentation, Communication Planning, Leadership Development, Time Management, Communication Strategies, Data Visualization

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Stocks and Bonds

    Skills you'll gain: Market Data, Finance, General Finance, Corporate Finance, Financial Analysis, Financial Market, Investments, Financial Data, Equities, Investment Management, Business Mathematics, Cash Flows

    4.6
    Rating, 4.6 out of 5 stars
    ·
    421 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Human Resource Management: Analyze & Apply

    Skills you'll gain: Human Capital, Human Resources, Talent Management, Workforce Planning, Talent Acquisition, Human Resource Strategy, Employee Performance Management, Performance Appraisal, Talent Recruitment, Labor Relations, Compensation and Benefits, Succession Planning, Workforce Management, Employee Training, Diversity and Inclusion, Occupational Safety And Health, Employee Engagement

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Corporate Finance I: Measuring and Promoting Value Creation

    Skills you'll gain: Mergers & Acquisitions, Working Capital, Cash Management, Financial Analysis, Business Valuation, Financial Statement Analysis, Finance, Financial Management, Corporate Finance, Return On Investment, Capital Budgeting, Cash Flow Forecasting, Financial Accounting, Performance Measurement, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.2K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Cape Town

    Building Fintech Startups in Emerging Markets

    Skills you'll gain: Design Thinking, Entrepreneurship, Solution Design, Business Modeling, Business Planning, Business Strategies, Market Opportunities, New Business Development, FinTech, Case Studies, Professional Networking, Business Development, Growth Strategies, Financial Regulation, Fundraising, Intellectual Property

    4.8
    Rating, 4.8 out of 5 stars
    ·
    56 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Michigan

    The Science of Success: What Researchers Know that You Should Know

    Skills you'll gain: Growth Mindedness, Action Oriented, Resilience, Conscientiousness, Personal Development, Self-Motivation, Relationship Building, Optimism, Goal Setting, Persistence, Planning, Self-Awareness

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Fundamentos Empresariales

    Skills you'll gain: Operations Management, Process Analysis, Balance Sheet, Operational Efficiency, Financial Statement Analysis, Financial Statements, Finance, Production Management, Business Process Management, Financial Accounting, Quality Management, Capital Budgeting, Branding, Financial Modeling, Accrual Accounting, Strategic Marketing, Marketing, Analysis, Case Studies, Business Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    445 reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    HRM Strategies: Analyze, Evaluate & Design

    Skills you'll gain: Human Resources Management and Planning, Human Resource Strategy, Human Resources, Talent Management, Workforce Planning, Talent Acquisition, Case Studies, Organizational Strategy, Business Strategy, Strategic Thinking, Competitive Analysis, Analysis, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University at Buffalo

    ADHD: Everyday Strategies for Elementary Students

    Skills you'll gain: Classroom Management, Teaching, Instructional Strategies, Student Engagement, Psychiatric Assessments, Parent Communication, Behavior Management, Positive Behavior Support, Working With Children, Clinical Assessment, Mental Health Diseases and Disorders, Treatment Planning, Diagnostic Tests, Child Development, Planning, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    U

    University of Colorado Boulder

    GradCO: Professional Development Course

    Skills you'll gain: Professional Networking, Intercultural Competence, Teamwork, LinkedIn, Intellectual Property, Collaboration, Professional Development, Communication, Productivity, Cultural Responsiveness, Accountability, Conflict Management, Self-Awareness, Personal Development, Interviewing Skills, Data Management, Planning, Resilience

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Generative AI and ChatGPT for K-12 Educators

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, Multimodal Prompts, LLM Application, Productivity, OpenAI, Anthropic Claude, Creative Problem-Solving, AI Enablement, Generative AI, AI Personalization, Creative Thinking, Artificial Intelligence, Innovation, Brainstorming, Large Language Modeling, Game Design, Education Software and Technology, Student Engagement

    4.8
    Rating, 4.8 out of 5 stars
    ·
    8K reviews

    Beginner · Specialization · 1 - 3 Months

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

  • A Comprehensive Excel Masterclass: Illinois Tech
  • Meeting Design: A Tactical Guide for Productive Meetings: Packt
  • Stocks and Bonds: University of Michigan
  • Human Resource Management: Analyze & Apply: EDUCBA
  • Corporate Finance I: Measuring and Promoting Value Creation: University of Illinois Urbana-Champaign
  • Building Fintech Startups in Emerging Markets: University of Cape Town
  • The Science of Success: What Researchers Know that You Should Know: University of Michigan
  • Fundamentos Empresariales: University of Pennsylvania
  • HRM Strategies: Analyze, Evaluate & Design: EDUCBA
  • ADHD: Everyday Strategies for Elementary Students: University at Buffalo

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