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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 Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Accounts Receivable, Accounts Payable

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Services, Investments, Portfolio Management, Financial Market, Capital Markets, Sustainable Business, Financial Analysis, Environmental Issue, Sustainability Reporting, Corporate Sustainability, Applied Machine Learning, Compliance Training, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Market Liquidity, Case Studies, Financial Analysis, Cash Flows, Working Capital, Balance Sheet, Data Storytelling, Benchmarking, Financial Modeling, Verbal Communication Skills, Financial Data, Income Statement, Communication, Data Analysis, Performance Analysis, Trend Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    A

    Alfaisal University | KLD

    الثقافة المالية | Financial Literacy

    Skills you'll gain: Cash Flows, Loans, Deposit Accounts, Financial Planning, Fraud detection, Banking Services, Budgeting, Financial Acumen, Financial Management, Personal Development, Banking, Expense Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    163 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Management Foundations, Initiation, and Planning

    Skills you'll gain: Earned Value Management, Team Motivation, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Management, Team Leadership, Project Management, Project Management Life Cycle, Project Scoping, Project Documentation, Project Schedules, Meeting Facilitation, Agile Project Management, Stakeholder Analysis, Quality Management, Work Breakdown Structure, Risk Management, Cost Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    556 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    N

    Northwestern University

    Modern Robotics: Mechanics, Planning, and Control

    Skills you'll gain: Robotics, Machine Controls, Control Systems, Automation Engineering, Simulation and Simulation Software, Engineering, Virtual Environment, Mechanics, Mathematical Modeling, Mechanical Engineering, Artificial Intelligence, Vibrations, Engineering Calculations, Automation, Graph Theory, Torque (Physics), Matlab, Computer Programming Tools, Algorithms, Applied Mathematics

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

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free
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    A

    Amazon Web Services

    Planning a Machine Learning Project

    Skills you'll gain: Feasibility Studies, Business Analysis, Business Analytics, Decision Making, Strategic Decision-Making, Data-Driven Decision-Making, Machine Learning, Strategic Thinking, Business Leadership, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
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    20 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Blockchain Revolution in Financial Services

    Skills you'll gain: Blockchain, Digital Assets, FinTech, Business Strategy, Strategic Decision-Making, Payment Systems, Governance, Financial Services, Financial Regulation, Ledgers (Accounting), Work Breakdown Structure, Project Implementation, Business Modeling, Financial Systems, Project Design, Solution Design, Accounting Systems, Cryptography, Design, Emerging Technologies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financial Management for Churches

    Skills you'll gain: Financial Reporting, Accounting, Budgeting, Financial Statements, Financial Analysis, Financial Management, Financial Planning, Asset Management, Tax, Investment Management, Tax Compliance, Ethical Standards And Conduct, Fundraising

    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 Risk Management, Data Loss Prevention, Risk Analysis, General Data Protection Regulation (GDPR), Personally Identifiable Information, Standard Operating Procedure, Incident Response, Threat Management, Compliance Management, Program Development, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Competition in Financial Services

    Skills you'll gain: Technology Strategies, FinTech, Digital Transformation, Business Technologies, Financial Services, Financial Regulation, Business Strategies, Market Dynamics, Competitive Analysis, Business Modeling, Innovation, Governance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Performance

    Skills you'll gain: Income Statement, Financial Statement Analysis, Financial Statements, Financial Analysis, Accounting, Cash Flows, Financial Reporting, Balance Sheet, Business Metrics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    791 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • ESG-focused Financial Products: Interactive Brokers
  • Financial Statements for Liquidity Insights: Coursera
  • الثقافة المالية | Financial Literacy: Alfaisal University | KLD
  • Project Management Foundations, Initiation, and Planning: SkillUp
  • Modern Robotics: Mechanics, Planning, and Control: Northwestern University
  • Planning a Machine Learning Project: Amazon Web Services
  • Blockchain Revolution in Financial Services: INSEAD
  • Financial Management for Churches: Duke University
  • Disaster Recovery Planning for Organizations: Coursera

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