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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
    J

    Johns Hopkins University

    Business Analytics with Excel: Intermediate to Advanced

    Skills you'll gain: Operations Research, Network Model, Excel Macros, Decision Making, Strategic Decision-Making, Microsoft Excel, Transportation, Supply Chain, and Logistics, Transportation Operations, Excel Formulas, Model Optimization, Business Modeling, Business Analytics, Financial Modeling, Portfolio Management

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    Accounts Payable and Receivable Workflow Management

    Skills you'll gain: Accounts Payable, Accounts Payable and Receivable, Accounts Receivable, Billing & Invoicing, Invoicing, Accounting Software, Workflow Management, Payment Processing, Accounting Records, Data Entry, Business Process Automation, Tax Compliance, Document Management, Spreadsheet Software, Excel Formulas, Financial Controls, Verification And Validation

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    The Blockchain System

    Skills you'll gain: Blockchain, Data Sharing, Transaction Processing, Fraud detection, Payment Systems, Distributed Computing, Network Model, Data Integrity, FinTech, Emerging Technologies, Data Validation, Ideation

    4.2
    Rating, 4.2 out of 5 stars
    ·
    41 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    S

    SkillUp

    Name Screening and Reporting Obligations - US

    Skills you'll gain: Bank Regulations, Financial Regulation, Legal Risk, Law, Regulation, and Compliance, Compliance Auditing, Regulatory Compliance, Regulation and Legal Compliance, Regulatory Requirements, Auditing, Compliance Reporting, Compliance Management, Compliance Training, Due Diligence, Verification And Validation, Incident Response, Asset Protection, Threat Detection, Investigation, Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Communication with Stakeholders

    Skills you'll gain: Stakeholder Communications, Stakeholder Management, Communication Planning, Stakeholder Engagement, Conflict Management, Strategic Communication, Cultural Responsiveness, Communication Strategies, Rapport Building, Project Management, Cultural Diversity, Business Communication, Project Management Institute (PMI) Methodology, Intercultural Competence, Communication, Relationship Building, Influencing, Agile Project Management, Program Management, Cultural Sensitivity

    4.5
    Rating, 4.5 out of 5 stars
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    37 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    Edureka

    Generative AI for Automating HR Workflows

    Skills you'll gain: Human Resources, Responsible AI, Developing Training Materials, Generative AI, AI Enablement, Workforce Development, Miro AI, Data Ethics, Recruitment, Generative AI Agents, People Analytics, People Management, AI Personalization, Talent Management, Automation, Talent Acquisition, Prompt Engineering, No-Code Development, Agentic systems, Business Operations

    4.1
    Rating, 4.1 out of 5 stars
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    9 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Preview
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    T

    The State University of New York

    Food and Wine Pairing

    4.6
    Rating, 4.6 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Child Care as a Business

    Skills you'll gain: Business Planning, Working With Children, Small Business Accounting, Tax Management, Policy Development, Fiscal Management, Parent Communication, Contract Management, Program Standards, Revenue Management, Budgeting, Insurance, Cost Estimation, Payment Processing, Tax Compliance

    4.8
    Rating, 4.8 out of 5 stars
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    19 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    Universidad Nacional Autónoma de México

    Empresas familiares

    Skills you'll gain: Financial Analysis, Case Studies, New Business Development, Entrepreneurship, Financial Statements, Marketing Planning, Human Resources Management and Planning, Human Capital, Human Resources, Marketing Strategies, Marketing, Strategic Marketing, Competitive Analysis, Business Development, Growth Strategies, Ideation, Business Analysis, Business Management, Business Administration, Organizational Structure

    4.6
    Rating, 4.6 out of 5 stars
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    27 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Audit Evidence & Document Control

    Skills you'll gain: Audit Working Papers, Financial Auditing, Document Management, Auditing, Audit Planning, Accounting Records, Compliance Auditing, Document Control, File Management, Verification And Validation

    3.5
    Rating, 3.5 out of 5 stars
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    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    T

    The University of Edinburgh

    Chronic Respiratory Diseases (CRD) in Primary Care Settings

    Skills you'll gain: Pulmonology, Chronic Diseases, Respiratory Care, Primary Care, Pulmonary Function Testing, Respiration, Patient Evaluation, Rehabilitation, Psychosocial Assessments, Diagnostic Tests, Treatment Planning, Health Equity, Care Management, Patient Education and Support, Community Health, Patient-centered Care, Pharmacotherapy, Behavioral Health

    4.8
    Rating, 4.8 out of 5 stars
    ·
    9 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Supplier Performance & Risk Management

    Skills you'll gain: Supplier Risk Management, Data Storytelling, Service Level Agreement, Inventory Management, Supplier Management, Root Cause Analysis, Legal Risk, Variance Analysis, Process Improvement, Supplier Performance Management, Contract Review, Supplier Quality Management, Inventory Control Systems, Data Entry, Risk Management, Data Analysis, Contract Management, Continuous Improvement Process, Quality Control, Cost Reduction

    3.4
    Rating, 3.4 out of 5 stars
    ·
    11 reviews

    Intermediate · Specialization · 3 - 6 Months

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

  • Business Analytics with Excel: Intermediate to Advanced: Johns Hopkins University
  • Accounts Payable and Receivable Workflow Management: Coursera
  • The Blockchain System: University of California, Irvine
  • Name Screening and Reporting Obligations - US: SkillUp
  • Communication with Stakeholders: Microsoft
  • Generative AI for Automating HR Workflows: Edureka
  • Food and Wine Pairing: The State University of New York
  • Child Care as a Business: The State University of New York
  • Empresas familiares: Universidad Nacional Autónoma de México
  • Audit Evidence & Document Control: Coursera

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