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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


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    IBM

    Hybrid Cloud: Networking, Storage and Data Management

    Skills you'll gain: Cloud Storage, Hybrid Cloud Computing, Cloud Security, Virtual Networking, Multi-Cloud, Business Continuity, Disaster Recovery, Data Governance, Virtual Private Networks (VPN), Load Balancing, Database Management, IBM Cloud, Architectural Design, Planning

    Intermediate · Course · 1 - 4 Weeks

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    University of Lausanne

    Accounting 1

    Skills you'll gain: Balance Sheet, Income Statement, Cash Flows, Financial Accounting, Financial Statements, Accounting, Financial Statement Analysis, Bookkeeping, Working Capital, General Accounting, Accrual Accounting, Financial Analysis, Ledgers (Accounting), Profit and Loss (P&L) Management, Accounts Payable and Receivable

    4.7
    Rating, 4.7 out of 5 stars
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    284 reviews

    Beginner · Course · 1 - 3 Months

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    Google

    From Likes to Leads: Interact with Customers Online

    Skills you'll gain: Social Media Marketing, Social Media Strategy, Social Media Management, Content Creation, Instagram, Digital Marketing, Digital Advertising, Customer Engagement, Brand Awareness, Marketing Analytics, Target Audience

    4.8
    Rating, 4.8 out of 5 stars
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    4K reviews

    Beginner · Course · 1 - 3 Months

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    Coursera

    Agentic AI Content for Practitioners (Teams: Finance)

    Skills you'll gain: Organizational Change, Agentic Workflows, AI Enablement, Generative AI Agents, Workflow Management, Predictive Analytics, Cash Management, Responsible AI, Performance Tuning, Fraud detection, Accounting and Finance Software, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

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    AI skills
    I

    IBM

    IBM Systems Analyst

    Skills you'll gain: Data Storytelling, Process Mapping, Process Analysis, Business Analysis, Data Presentation, Business Process Improvement, Interactive Data Visualization, Feasibility Studies, Data Visualization, Systems Analysis, Stakeholder Analysis, Process Optimization, Requirements Management, Systems Design, Communication Planning, Test Planning, Information Technology, Business Process Modeling, Database Management, Agile Methodology

    4.7
    Rating, 4.7 out of 5 stars
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    4.8K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Google

    Gestión de Proyectos de Google

    Skills you'll gain: Project Closure, Quality Management, Project Planning, Communication Planning, Sprint Retrospectives, Backlogs, Project Management Life Cycle, Agile Methodology, Project Management, Agile Project Management, Issue Tracking, Stakeholder Analysis, Budget Management, Project Scoping, Milestones (Project Management), Project Documentation, Project Risk Management, Scope Management, Stakeholder Management, Change Management

    4.9
    Rating, 4.9 out of 5 stars
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    11K reviews

    Beginner · Professional Certificate · 3 - 6 Months

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    Coursera

    Analyze and Mitigate Project Resource Overloads

    Skills you'll gain: Capacity Planning, Capacity Management, Data-Driven Decision-Making, Resource Planning, Resource Allocation, Project Coordination, Project Management, Resource Management, Performance Measurement, Business Communication, Risk Mitigation, Data Visualization, Spreadsheet Software, Stakeholder Communications

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    GAAP & Double-Entry Bookkeeping

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Bookkeeping, Accruals, Accounting, Accounting Records, General Accounting, Regulatory Compliance, Revenue Recognition, Journals

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Month-End Close with Accounting Procedures

    Skills you'll gain: Month End Closing, Microsoft Excel, Standard Accounting Practices, Accounting, Accruals, General Accounting, Timelines, Financial Auditing, Reconciliation, Presentations, Process Mapping, Business Communication

    Beginner · Course · 1 - 4 Weeks

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    Coursera

    Engineer AI Models: Explain, Tune & Experiment

    Skills you'll gain: Feature Engineering, Fraud detection, Jupyter, Program Management, Responsible AI, Model Evaluation, Project Management, Performance Improvement, Performance Metric, Business Analytics, Credit Risk, Performance Analysis, Performance Tuning, Machine Learning Methods, Test Planning, Test Engineering, Research Design, Technical Communication

    Intermediate · Course · 1 - 4 Weeks

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    HEC Paris

    Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

    Skills you'll gain: Investment Management, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Market, Risk Management, Financial Regulation, Product Lifecycle Management, Performance Analysis, Risk Analysis, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
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    789 reviews

    Intermediate · Course · 1 - 4 Weeks

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    Alex Genadinik

    Introduction to Stablecoins: How And When To Use Them

    Skills you'll gain: Market Liquidity, Payment Systems, Blockchain, Financial Analysis, Risk Management, Digital Assets, FinTech, Financial Regulation, Financial Trading, International Finance

    Mixed · Course · 1 - 3 Months

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

  • Hybrid Cloud: Networking, Storage and Data Management: IBM
  • Accounting 1: University of Lausanne
  • From Likes to Leads: Interact with Customers Online: Google
  • Agentic AI Content for Practitioners (Teams: Finance): Coursera
  • IBM Systems Analyst: IBM
  • Gestión de Proyectos de Google: Google
  • Analyze and Mitigate Project Resource Overloads: Coursera
  • GAAP & Double-Entry Bookkeeping: Coursera
  • Month-End Close with Accounting Procedures: Coursera
  • Engineer AI Models: Explain, Tune & Experiment: Coursera

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