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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: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic Sourcing & Supplier Selection

    Skills you'll gain: Strategic Sourcing, Supplier Management, Vendor Management, Contract Negotiation, Supplier Performance Management, Vendor Relationship Management, Supplier Relationship Management, Procurement, Cost Benefit Analysis, Financial Modeling, Negotiation, Market Research, Market Intelligence, Risk Management, Financial Analysis, Data-Driven Decision-Making, Process Improvement, Spreadsheet Software, Business Communication, Data Analysis

    Intermediate · Specialization · 3 - 6 Months

  • C

    Coursera

    Crear un Informe Financiero con Microsoft Excel

    Skills you'll gain: Balance Sheet, Financial Statements, Profit and Loss (P&L) Management, Income Statement, Financial Statement Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Excel Formulas, Financial Acumen, Ledgers (Accounting), Accounting and Finance Software

    4.7
    Rating, 4.7 out of 5 stars
    ·
    103 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    E

    ESADE Business and Law School

    Empresa familiar: gestión, dirección y sucesión

    Skills you'll gain: Succession Planning, Business Modeling, Governance, Business Management, Systems Thinking, Organizational Development, Business Risk Management, Leadership, Business Systems, Relationship Management, Technology Strategies, Organizational Structure, Conflict Management, Business, Family Support, Business Valuation, Communication, Business Leadership, Innovation, Business Transformation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    174 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Governmental Accounting II and Nonprofit Accounting

    Skills you'll gain: Fund Accounting, Governmental Accounting, Non-Profit Accounting, Financial Analysis, Financial Statement Analysis, Financial Statements, Governance, Financial Reporting, Revenue Recognition, Generally Accepted Accounting Principles (GAAP), Accounting, Compliance Management, Cash Flows, Tax Compliance, Reconciliation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    26 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    G

    Google

    Working Effectively with Stakeholders

    Skills you'll gain: Stakeholder Analysis, Stakeholder Management, Team Building, Project Management, Team Management, Accountability, Project Coordination, Delegation Skills, Communication Planning, Expectation Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    23 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Executive AI Leadership Mastery

    Skills you'll gain: Responsible AI, AI Enablement, Technology Roadmaps, Organizational Change, AI Product Strategy, Stakeholder Engagement, Google Gemini, Anthropic Claude, Business Strategy, Strategic Leadership, Leadership, Business Transformation, Change Management, Content Strategy, Corporate Communications, Digital Media Strategy, Non-Verbal Communication, Verbal Communication Skills, Communication Strategies, Communication

    3.6
    Rating, 3.6 out of 5 stars
    ·
    23 reviews

    Intermediate · Specialization · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    N

    National Academy of Sports Medicine

    Nutrition and Weight Management for Fitness Professionals

    Skills you'll gain: Nutrition and Diet, Nutrition Counseling, Preventative Care, Public Health and Disease Prevention, Nutritional Assessment, Health And Wellness Coaching, Exercise Science, Physiology, Biology, Anatomy, Communication

    4.7
    Rating, 4.7 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of Michigan

    Réussir une négociation : Stratégies et compétences clés

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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    21 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Generative AI for Sales

    Skills you'll gain: Prompt Engineering, Sales Strategy, Sales Pipelines, AI Personalization, Sales Operations, Responsible AI, Lead Generation, Sales Development, Generative AI Agents, Competitive Analysis, Sales Management, Marketing Automation, Customer Relationship Management (CRM) Software, Account Management, Business Process Automation, Business Intelligence, Workflow Management, Market Analysis, Data-Driven Decision-Making, Forecasting

    4
    Rating, 4 out of 5 stars
    ·
    32 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Control using the Earned Value and Risk

    Skills you'll gain: Project Controls, Project Risk Management, Project Closure, Earned Value Management, Cost Management, Cost Control, Project Management, Planning, Business Management, Performance Metric, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    109 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Cybersecurity Risk Management Frameworks

    Skills you'll gain: Risk Management, Cyber Governance, Cost Benefit Analysis, Security Management, Risk Management Framework, Vulnerability Management, Cyber Attacks, Cybersecurity, Threat Management, Cyber Risk, Operational Risk, Risk Analysis, Enterprise Risk Management (ERM), Business Risk Management, Risk Mitigation, Cyber Threat Intelligence, Vulnerability Assessments, ISO/IEC 27001, Threat Detection, Threat Modeling

    4.7
    Rating, 4.7 out of 5 stars
    ·
    203 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Legal Foundations for Entrepreneurs

    Skills you'll gain: Intellectual Property, Law, Regulation, and Compliance, Entrepreneurship, Business, Commercial Laws, Labor Law, Business Management, Contract Management, Staff Management, New Business Development, Organizational Structure, Corporate Tax

    4.8
    Rating, 4.8 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 3 Months

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

  • Strategic Sourcing & Supplier Selection: Coursera
  • Crear un Informe Financiero con Microsoft Excel: Coursera
  • Empresa familiar: gestión, dirección y sucesión: ESADE Business and Law School
  • Governmental Accounting II and Nonprofit Accounting: University of Illinois Urbana-Champaign
  • Working Effectively with Stakeholders: Google
  • Executive AI Leadership Mastery: Starweaver
  • Nutrition and Weight Management for Fitness Professionals: National Academy of Sports Medicine
  • Réussir une négociation : Stratégies et compétences clés: University of Michigan
  • Generative AI for Sales: Coursera
  • Project Management: Control using the Earned Value and Risk: Politecnico di Milano

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