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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: New
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    J

    John Wiley & Sons

    Insurance, Retirement, and Estate Planning

    Skills you'll gain: Estate Planning, Long Term Care, Wealth Management, Financial Planning, Insurance Policies, Financial Services, Asset Protection, Risk Management, Contingency Planning, Nursing Homes, Tax Planning, Succession Planning, Property and Real Estate, Home Health Care, Home Health Care and Assisted Living, Disabilities, Health Care

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    J

    John Wiley & Sons

    Financial Tools and Planning

    Skills you'll gain: Balance Sheet, Financial Planning, Budgeting, Finance, Budget Management, Financial Management, Market Dynamics, Cash Flow Forecasting, Economics, Cash Management, Financial Analysis, Financial Statements, Cash Flows, Loans, Financial Market, Investments, Expense Management, Market Analysis, Growth Strategies, Decision Making

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Operating Budget, Data Cleansing, Financial Modeling, Consolidation, Cost Management, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    C

    Coursera

    AI-Powered Finance: Forecasting, Planning & Reporting

    Skills you'll gain: Ledgers (Accounting), Prompt Engineering, Tax Planning, Tax Management, Large Language Modeling, LLM Application, Auditing, Portfolio Risk, Portfolio Management, Tax Compliance, Generative AI, Cash Flow Forecasting, Fraud detection, Financial Forecasting, Financial Analysis, Responsible AI, Audit Planning, Financial Data, Artificial Intelligence, Risk Management

    4.3
    Rating, 4.3 out of 5 stars
    ·
    271 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Budget Management, Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Data, Cost Management, Budgeting, Financial Analysis, Cost Control, Financial Acumen, Cost Accounting, Performance Metric, Operating Budget, Cost Benefit Analysis, Performance Management, Operational Performance Management, General Accounting, Data Analysis, Planning

    4.8
    Rating, 4.8 out of 5 stars
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    125 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Wealth Management, Risk Management Framework, Financial Planning, Actuarial Science, Risk Mitigation, Economics, Risk Analysis, Human Capital, Trustworthiness, Case Studies, Innovation, Client Services

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    J

    John Wiley & Sons

    Financial Well-Being Foundations

    Skills you'll gain: Wealth Management, Goal Setting, Self-Awareness, Behavioral Economics, Goal-Oriented, Smart Goals, Personal Development, Risk Management, Finance, Risk Appetite, Financial Planning, Human Capital, Decision Making, Financial Acumen, Risk Analysis, Financial Management, Consumer Behaviour, Cost Benefit Analysis, Self-Discipline, Psychology

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Reporting

    Skills you'll gain: Accrual Accounting, Accruals, Financial Reporting, Financial Accounting, Balance Sheet, Revenue Recognition, Inventory Accounting, Financial Statement Analysis, Income Statement, Financial Statements, Depreciation, Generally Accepted Accounting Principles (GAAP), Contract Accounting, Accounting, Cash Control, Standard Accounting Practices, Technical Accounting, Cash Flows, General Accounting, Accounts Payable

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
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    957 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Cash Flows, Budgeting, Smart Goals, Tax, Cash Management, Budget Management, Financial Planning, Tax Planning, Financial Analysis, Income Tax, General Finance, Credit Risk, Expense Management, Balance Sheet, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
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    246 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Applied Financial Analysis

    Skills you'll gain: Financial Modeling, Variance Analysis, Key Performance Indicators (KPIs), Bookkeeping, Financial Forecasting, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Reporting, Performance Reporting, Financial Auditing, Capital Budgeting, Financial Controls, Financial Reporting, Operating Budget, Financial Analysis, Report Writing, Process Improvement, Banking Services, Financial Data

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Accruals, Financial Reporting, Financial Analysis, Microsoft Excel

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    J

    John Wiley & Sons

    Saving Strategies and Fraud Prevention

    Skills you'll gain: Asset Protection, Loss Prevention, Fraud detection, Deposit Accounts, Return On Investment, Investments, Estate Planning, Portfolio Risk, Financial Planning, Wealth Management, Risk Management, Risk Appetite, Asset Management, Risk Analysis, Risk Mitigation, Contingency Planning, Tax Planning, Account Strategy

    Beginner · Course · 1 - 4 Weeks

1…678…562

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

  • Insurance, Retirement, and Estate Planning: John Wiley & Sons
  • Financial Tools and Planning: John Wiley & Sons
  • Excel: Build Financial Budgets Fast: Coursera
  • AI-Powered Finance: Forecasting, Planning & Reporting: Coursera
  • Financial Analysis of Scenarios and Decisions: University of Illinois Urbana-Champaign
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Financial Well-Being Foundations: John Wiley & Sons
  • Financial Reporting: University of Illinois Urbana-Champaign
  • Introduction to Personal Finance: SoFi
  • Applied Financial Analysis: Coursera

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