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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


  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Everyday Excel, Part 1

    Skills you'll gain: Microsoft Excel, Excel Formulas, Pivot Tables And Charts, Spreadsheet Software, Data Management, Data Visualization Software, Data Entry, Data Cleansing, Data Validation, Data Import/Export, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.7K reviews

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Analyze Marketing: Define and Apply Strategy

    Skills you'll gain: Value Propositions, Target Audience, Target Market, Strategic Decision-Making, Business Strategy, Strategic Marketing, Marketing Planning, Competitive Analysis, Marketing, Competitive Intelligence, Analysis, Marketing Strategy and Techniques, Customer Analysis, Market Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Budgeting and Scheduling Projects

    Skills you'll gain: Cost Estimation, Project Schedules, Estimation, Quality Management, Milestones (Project Management), Project Planning, Project Management, Scheduling, Timelines, Work Breakdown Structure, Budgeting, Resource Allocation, Resource Management, Matrix Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    9.4K reviews

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Master Scrum Fundamentals for PSM-I Certification Success

    Skills you'll gain: Agile Methodology, Scrum (Software Development), Agile Project Management, Sprint Retrospectives, Sprint Planning, Case Studies, Performance Improvement, Performance Analysis, Product Development, Continuous Improvement Process

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Build & Deploy a Tomcat Website: Design, Develop, Deliver

    Skills you'll gain: Server Side, Application Deployment, Apache Tomcat, Web Design, Front-End Web Development, Application Servers, HTML and CSS, Web Development, User Interface and User Experience (UI/UX) Design, Web Servers, Email Automation, Usability, Interactive Design, Java Platform Enterprise Edition (J2EE)

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze Cost Allocation & Profitability Decisions

    Skills you'll gain: Cost Accounting, Variance Analysis, Operating Cost, Management Accounting, Profit and Loss (P&L) Management, Cost Estimation, Operational Analysis, Financial Statement Analysis, Resource Allocation, Cost Management, Performance Analysis, Decision Making

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Master AutoCAD Corporate Layouts: Design & Drafting Skills

    Skills you'll gain: AutoCAD, Architectural Drawing, Technical Drawing, Drafting and Engineering Design, Architectural Design, Civil and Architectural Engineering, Building Design, Building Codes, Safety Standards, Construction

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Build DevOps CI/CD Pipelines with Jenkins and Ansible

    Skills you'll gain: Cloud Deployment, Amazon Web Services, Software Development, Configuration Management, Java

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    YouTube Marketing 2026: YouTube SEO & Algorithms

    Skills you'll gain: Search Engine Optimization, Web Analytics and SEO, Social Media Strategy, Social Media Marketing, Marketing, Video Production, Marketing Strategies, Content Creation, Paid media, Content Strategy, Advertising Campaigns, Brand Marketing, Live Streaming

    Mixed · Course · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    Human Resources Analytics

    Skills you'll gain: Data Storytelling, Data Presentation, Human Capital, Employee Relations, Human Resource Strategy, Performance Metric, Employee Training, Dashboard, Business Metrics, Employee Engagement, Business Analysis, Employee Retention, Data Analysis, Compensation Analysis, Training and Development, Compensation and Benefits, Compensation Strategy, Talent Recruitment, Mental Health

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.1K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Investments II: Lessons and Applications for Investors

    Skills you'll gain: Investments, Portfolio Management, Return On Investment, Performance Analysis, Finance, Equities, Behavioral Economics, Asset Management, Portfolio Risk, Tax Planning, Market Trend, Regression Analysis

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    884 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Analyze & Apply Derivatives, Options and ISDA Frameworks

    Skills you'll gain: Capital Markets, Credit Risk, Market Data, Regulatory Compliance, Reconciliation

    Beginner · Course · 1 - 3 Months

1…737475…419

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

  • Everyday Excel, Part 1: University of Colorado Boulder
  • Analyze Marketing: Define and Apply Strategy: Coursera
  • Budgeting and Scheduling Projects: University of California, Irvine
  • Master Scrum Fundamentals for PSM-I Certification Success: EDUCBA
  • Build & Deploy a Tomcat Website: Design, Develop, Deliver: EDUCBA
  • Analyze Cost Allocation & Profitability Decisions: EDUCBA
  • Master AutoCAD Corporate Layouts: Design & Drafting Skills: EDUCBA
  • Build DevOps CI/CD Pipelines with Jenkins and Ansible: EDUCBA
  • YouTube Marketing 2026: YouTube SEO & Algorithms: Alex Genadinik
  • Human Resources Analytics: University of California, Irvine

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