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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


  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    What is Financial Accounting?

    Skills you'll gain: Accounting, Financial Accounting, Financial Statements, Accounting Records, General Accounting, Bookkeeping, Balancing (Ledger/Billing), Ledgers (Accounting), Financial Statement Analysis, Standard Accounting Practices, General Ledger, Financial Reporting, Balance Sheet, Income Statement, Business Ethics, Ethical Standards And Conduct, Excel Formulas, Transaction Processing, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
    ·
    556 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Program Procurement Planning with ClickUp

    Skills you'll gain: Program Management, Agile Methodology, Project Planning, Process Modeling, Business Modeling, Diagram Design, Program Development, Agile Project Management, Strategic Planning, Procurement, Process Flow Diagrams

    4.4
    Rating, 4.4 out of 5 stars
    ·
    17 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Planning, Management, and Compliance

    Skills you'll gain: Cloud Security, Record Keeping, Cyber Security Policies, Security Management, Data Management, Cloud Management, Records Management, Cloud Computing Architecture, Cloud Standards, IT Security Architecture, Data Security, General Data Protection Regulation (GDPR), Data Governance, Personally Identifiable Information, Information Privacy, Threat Detection, Microsoft Azure, Security Controls, Threat Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Disaster Recovery Planning for Organizations

    Skills you'll gain: Disaster Recovery, Business Continuity Planning, Contingency Planning, Business Continuity, Benchmarking, Data Loss Prevention, Risk Mitigation, Risk Analysis, Information Assurance, Procedure Development, Program Standards, Crisis Management, Law, Regulation, and Compliance, Continuous Monitoring, Incident Response, Threat Management, Compliance Management, Program Development, Regulatory Compliance, Continuous Improvement Process

    4.6
    Rating, 4.6 out of 5 stars
    ·
    54 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    V

    Voxy

    Low Intermediate English: Planning & Organization

    Skills you'll gain: Organizational Skills, Planning, Productivity, Professional Development, English Language, Vocabulary, Time Management, Language Learning, Language Competency, Personal Development, Grammar, Oral Comprehension

    5
    Rating, 5 out of 5 stars
    ·
    23 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Financial Modeling with Spreadsheet Automation

    Skills you'll gain: Excel Macros, Actuarial Science, Financial Modeling, Derivatives, Risk Modeling, Simulations, Forecasting, Debugging, Financial Market, Finance, Financial Forecasting, Analysis, Financial Data, Financial Analysis, Automation, Financial Planning, Financial Reporting, Business, Planning, Environment

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Financial Leadership in Hospitality

    Skills you'll gain: Revenue Management, Vendor Management, Capital Expenditure, Hospitality Services, Financial Statement Analysis, Advanced Analytics, Hospitality, Hospitality Management, Cost Control, Budget Management, Vendor Relationship Management, Hospitality and Food Services, Cost Management, Financial Statements, Hotel And Restaurant Management, Performance Measurement, Budgeting, Financial Forecasting, Finance, Leadership

    5
    Rating, 5 out of 5 stars
    ·
    31 reviews

    Intermediate · Specialization · 3 - 6 Months

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

    EDUCBA

    Project Planning, Scope and Schedule Management

    Skills you'll gain: Scope Management, Project Closure, Project Schedules, Change Control, Scheduling, Resource Allocation, Project Scoping, Stakeholder Management, Project Planning, Project Controls, Project Management, Resource Utilization, Project Management Life Cycle, Timelines, Requirements Analysis, Stakeholder Engagement, Project Coordination, Resource Planning, Project Estimation, Requirements Management

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Planning for Social Media

    Skills you'll gain: Social Media Strategy, Social Media, Social Media Content, Media Planning, Social Media Marketing, Media Strategy, Social Media Management, Communication Planning, Strategic Communication, Paid media, Content Strategy, Digital Media Strategy, Earned Media, Owned Media, Content Marketing, Brand Strategy, Content Performance Analysis, Social Media Analytics, Content Creation, Brand Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    A

    Amazon Web Services

    Planning a Machine Learning Project

    Skills you'll gain: Decision Intelligence, Feasibility Studies, Business Analysis, Decision Making, Strategic Decision-Making, Business Planning, Applied Machine Learning, Data-Driven Decision-Making, Machine Learning, Strategic Thinking, AI Product Strategy, Program Evaluation, Business Leadership, Project Design, Leadership and Management, Strategic Leadership

    4.5
    Rating, 4.5 out of 5 stars
    ·
    25 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Program Governance Planning with ClickUp

    Skills you'll gain: Program Management, Agile Methodology, Agile Project Management, Project Planning, Project Management, Diagram Design, Governance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    6 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Modern Robotics: Mechanics, Planning, and Control

    Skills you'll gain: Robotics, Machine Controls, Control Systems, Mathematical Modeling, Mathematical Software, Simulation and Simulation Software, Engineering, Mechanics, Mechanical Engineering, Applied Mathematics, Numerical Analysis, Simulations, Process Control, Virtual Environment, Torque (Physics), Graph Theory, Matlab, Algorithms, Engineering Calculations, Physics

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

    Intermediate · Specialization · 3 - 6 Months

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

  • What is Financial Accounting?: University of California, Irvine
  • Program Procurement Planning with ClickUp: Coursera
  • Cybersecurity Planning, Management, and Compliance: Microsoft
  • Disaster Recovery Planning for Organizations: Coursera
  • Low Intermediate English: Planning & Organization: Voxy
  • Financial Modeling with Spreadsheet Automation: EDUCBA
  • Financial Leadership in Hospitality: Starweaver
  • Project Planning, Scope and Schedule Management: EDUCBA
  • Strategic Planning for Social Media: University of Colorado Boulder
  • Planning a Machine Learning Project: Amazon Web Services

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