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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
    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, Investments, Estate Planning, Portfolio Risk, Financial Planning, Wealth Management, Safety and Security, Risk Management, Risk Appetite, Asset Management, Risk Analysis, Risk Mitigation, Contingency Planning, Tax Planning, Account Strategy, Banking

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Financial Services, Asset Management, Risk Analysis, General Finance, Investment Banking, Market Dynamics, Market Trend, Quantitative Research, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
    ·
    156 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    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: Preview
    Preview
    E

    EDUCBA

    Financial Budgeting: Analyze & Apply Planning Tools

    Skills you'll gain: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Financial Analysis, Cash Flows, Financial Planning, Return On Investment, Investments, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
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    17 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Compensation Strategy, Financial Services, Compensation Management, Insurance, Communication, Technical Communication, Administration, Tax Management, Equities, Training Programs, Payroll Tax, Program Evaluation

    4.8
    Rating, 4.8 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Personal Investing for Working Professionals

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Tax Management, Investments, Tax Planning, Wealth Management, Income Tax, Risk Management, Financial Planning, Asset Management, Goal Setting, Financial Services, Finance, Equities, General Finance, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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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
    Free Trial
    M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Scheduling, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Financial Analysis, Project Performance, Cost Benefit Analysis, Project Estimation, Microsoft 365, Excel Formulas, Project Finance, Feasibility Studies, Financial Management, Investment Management, Variance Analysis, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
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    15 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Portfolio Risk, Financial Planning, Investment Management, Investments, Performance Measurement, Finance, Behavioral Economics, Performance Analysis, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
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    431 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    I

    Indian School of Business

    Basic Financial Literacy

    Skills you'll gain: Loans, Financial Planning, General Finance, Wealth Management, Financial Management, Budget Management, Budgeting, Tax, Financial Acumen, Tax Planning, Investments, Tax Management, Financial Market, Investment Management, Income Tax, Risk Management, Equities, Risk Analysis, Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
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    17 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Project Finance, Program Management, Program Development, Project Planning, Financial Planning, Business Modeling, Diagram Design, Productivity Software, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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

    EDUCBA

    Financial Reporting and Cost Management Foundations

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Management Accounting, Revenue Recognition, Forecasting, Financial Analysis, Cost Accounting, Budget Management, Inventory Accounting, Financial Accounting, Budgeting, Performance Measurement, Cost Management, Business Systems Analysis, Data Mining, Analytics, Enterprise Resource Planning, Systems Analysis, Financial Controls, Finance

    5
    Rating, 5 out of 5 stars
    ·
    13 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Saving Strategies and Fraud Prevention: John Wiley & Sons
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Benefits: Financial Protection, Growth & Assistance: Automatic Data Processing, Inc. (ADP)
  • Personal Investing for Working Professionals : Starweaver
  • Excel: Build Financial Budgets Fast: Coursera
  • Program Finance and Investment: Microsoft
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Basic Financial Literacy: Indian School of Business

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