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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


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    U

    University of Michigan

    Negociación exitosa: Estrategias y habilidades esenciales (en español)

    Skills you'll gain: Negotiation, Contract Negotiation, Mediation, Arbitration, Communication, Conflict Management, Interpersonal Communications, Planning, Decision Making, Business Ethics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.7K reviews

    Mixed · Course · 1 - 3 Months

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    E

    EDUCBA

    Mastering Foreign Currency Accounting & Hedging Techniques

    Skills you'll gain: Hedge Accounting, Financial Reporting, Technical Accounting, International Finance, Financial Accounting, Derivatives, Generally Accepted Accounting Principles (GAAP), Accounting, Financial Statements, Financial Analysis, Risk Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Vanderbilt University

    Prompt Engineering for ChatGPT

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, LLM Application, Productivity, OpenAI, AI Enablement, Generative AI, Artificial Intelligence, Large Language Modeling, Creativity, Problem Solving, Context Management, Verification And Validation

    4.8
    Rating, 4.8 out of 5 stars
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    7.7K reviews

    Beginner · Course · 1 - 3 Months

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    L

    Logical Operations

    Microsoft Project 2019–2024/365: Part 2

    Skills you'll gain: Microsoft Project, Management Reporting, Project Management Software, Timelines, Project Schedules, Microsoft 365, Project Controls, Project Implementation, Project Management, Project Coordination, Project Scoping, Project Design, Project Portfolio Management, Project Planning, Resource Allocation, Resource Management, Microsoft Office, Project Estimation, Productivity Software, User Interface (UI)

    Mixed · Course · 1 - 3 Months

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    U

    University of Lausanne

    Accounting 1

    Skills you'll gain: Balance Sheet, Income Statement, Cash Flows, Financial Accounting, Financial Statements, Accounting, Financial Statement Analysis, Bookkeeping, Working Capital, General Accounting, Accrual Accounting, Financial Analysis, Ledgers (Accounting), Profit and Loss (P&L) Management, Accounts Payable and Receivable

    4.7
    Rating, 4.7 out of 5 stars
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    285 reviews

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    Accounting Operations & Automation

    Skills you'll gain: Cash Flow Forecasting, Variance Analysis, Bookkeeping, Reconciliation, QuickBooks (Accounting Software), Invoicing, Cash Flows, Financial Analysis, Auditing, Process Optimization, Document Management, Microsoft Excel, Data Transformation, Financial Reporting, Compliance Reporting, Compliance Management, AI Enablement, Automation, Data Validation, Process Engineering

    3.8
    Rating, 3.8 out of 5 stars
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    10 reviews

    Intermediate · Specialization · 3 - 6 Months

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    C

    Coursera

    SAP: Post Invoices, Track Payments

    Skills you'll gain: Accounts Payable, Accounts Payable and Receivable, Invoicing, Billing & Invoicing, Data Entry, Payment Processing and Collection, Transaction Processing, SAP Applications, Accounting Systems, Accounting and Finance Software, Accounting Records, General Ledger, Enterprise Resource Planning

    Beginner · Course · 1 - 4 Weeks

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    M

    Macquarie University

    Structure, Funding and Negotiation For Startups

    Skills you'll gain: Intellectual Property, Governance, Value Propositions, Entrepreneurship, Due Diligence, Business Valuation, Negotiation, User Research, Business Strategies, Customer Insights, Business Planning, Business Development, Strategic Partnership, Product Knowledge, Business Modeling, Regulation and Legal Compliance, Fundraising, Financial Analysis, Relationship Building, Stakeholder Management

    Beginner · Course · 1 - 3 Months

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    C

    Coursera

    Analyze and Guide Capital Investments

    Skills you'll gain: Capital Budgeting, Return On Investment, Financial Analysis, Financial Acumen, Investment Management, Financial Modeling, Forecasting, Data Analysis, Risk Analysis, Microsoft Excel, Communication, Analytical Skills

    Intermediate · Course · 1 - 4 Weeks

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    C

    Coursera

    Audit & Index Records: Fast & Flawless

    Skills you'll gain: Accounting Records, Auditing, Record Keeping, Compliance Auditing, Metadata Management, Records Management, Financial Auditing, Document Management, Organizational Skills, Operational Efficiency, Information Management, Information Architecture, QuickBooks (Accounting Software), Systems Design, File Management, Data Validation, Verification And Validation, Excel Formulas, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Analyze Spend: Uncover Hidden Cost Savings

    Skills you'll gain: Data Storytelling, Pivot Tables And Charts, Spreadsheet Software, Data-Driven Decision-Making, Data Analysis, Data Cleansing, Data Manipulation, Financial Data, Excel Formulas, Expense Management, Cost Reduction, Cost Management, Financial Reporting

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Marketing in a Digital World

    Skills you'll gain: Digital Marketing, Marketing, Marketing Planning, Marketing Strategies, Digital Transformation, Digital Advertising, Customer Engagement

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    17K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Negociación exitosa: Estrategias y habilidades esenciales (en español): University of Michigan
  • Mastering Foreign Currency Accounting & Hedging Techniques: EDUCBA
  • Prompt Engineering for ChatGPT: Vanderbilt University
  • Microsoft Project 2019–2024/365: Part 2: Logical Operations
  • Accounting 1: University of Lausanne
  • Accounting Operations & Automation: Coursera
  • SAP: Post Invoices, Track Payments: Coursera
  • Structure, Funding and Negotiation For Startups: Macquarie University
  • Analyze and Guide Capital Investments: Coursera
  • Audit & Index Records: Fast & Flawless: Coursera

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