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  • Financial Planning

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
    Free Trial
    E

    EDUCBA

    Retail Management: Analyze, Plan & Strategize

    Skills you'll gain: Retail Management, Retail Store Operations, Merchandising, Revenue Management, Customer Analysis, Customer Insights, Product Assortment, Promotional Strategies, Strategic Marketing, Market Intelligence, Price Negotiation, Consumer Behaviour, E-Commerce, Inventory Management System, Operations Management, Competitive Analysis, Organizational Structure

    5
    Rating, 5 out of 5 stars
    ·
    14 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Decoding BFSI: Key Segments and Functions in Finance

    Skills you'll gain: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Banking, Insurance Policies, Underwriting, Financial Analysis, Financial Market, Financial Management, Credit Risk, Retail Banking, Financial Regulation, Bank Regulations, Risk Analysis, Financial Planning, Mobile Banking, Portfolio Management

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Regulatory Compliance & Risk Management in Banking in India

    Skills you'll gain: Risk Mitigation, Risk Management, Bank Regulations, Risk Management Framework, Risk Analysis, Compliance Management, Banking, Financial Regulations, Credit Risk, Operational Risk, Regulatory Requirements, Commercial Banking, Financial Industry Regulatory Authorities, Analysis, Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    8 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Wealth Management

    Skills you'll gain: Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Ethical Standards And Conduct, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    New Tech Ventures

    Skills you'll gain: Design Thinking, Global Marketing, Entrepreneurship, Business Modeling, Innovation, Team Building, Storytelling, Market Research, Team Management, Oral Expression, Entrepreneurial Finance, New Product Development, Business Strategies, Project Design, Team Leadership, Fundraising and Crowdsourcing, Financial Planning, Customer Engagement, Business Ethics, Competitive Analysis

    Build toward a degree

    Intermediate · Course · 1 - 3 Months

  • Status: Free
    Free
    G

    Goldman Sachs

    Innovation Strategy with Goldman Sachs 10,000 Women

    Skills you'll gain: Market Research, New Product Development, Product Development, Entrepreneurship, Product Design, Innovation, Focus Group, Market Analysis, Business Development, Product Testing, Logistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    81 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Plant Design & Economics

    Skills you'll gain: Plant Operations and Management, Process Engineering, Cost Management, Project Management, Engineering Management, Process Design, Operational Efficiency, Process Analysis, Value Engineering, Process Optimization, Budgeting, Process Improvement and Optimization, Safety Standards, Simulation and Simulation Software, Operational Excellence, Financial Planning

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Planning: Putting It All Together

    Skills you'll gain: Project Management, Project Planning, Project Risk Management, Communication Planning, Project Documentation, Milestones (Project Management), Risk Management, Cost Management, Budgeting, Estimation, Timelines, Procurement, Technical Communication, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Planning

    Skills you'll gain: Demand Planning, Forecasting, Supply Chain Planning, Sales Management, Time Series Analysis and Forecasting, Supply Chain Management, Planning, Estimation, Trend Analysis, Decision Making, Performance Measurement, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Virginia

    Strategic Planning and Execution

    Skills you'll gain: Plan Execution, Organizational Strategy, Business Strategy, Data-Driven Decision-Making, Strategic Leadership, Strategic Decision-Making, Strategic Thinking, Governance, Analysis, Corporate Strategy, Business Analysis, Competitive Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    875 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Intuit

    Financial Statement Analysis

    Skills you'll gain: Reconciliation, Financial Statements, Financial Statement Analysis, Income Statement, Balance Sheet, Financial Reporting, Financial Analysis, Accounting, Analysis, Business Metrics, General Accounting, Cash Flows, Sales Tax, Accounts Payable, Equities, Payroll

    4.6
    Rating, 4.6 out of 5 stars
    ·
    776 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Reading Financial Statements

    Skills you'll gain: Financial Statement Analysis, Annual Reports, Financial Statements, Financial Analysis, Financial Reporting, Accounting, Management Reporting, Financial Accounting, Income Statement, Balance Sheet, Risk Analysis, Business Acumen, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 3 Months

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

  • Retail Management: Analyze, Plan & Strategize: EDUCBA
  • Decoding BFSI: Key Segments and Functions in Finance: Board Infinity
  • Regulatory Compliance & Risk Management in Banking in India: Coursera
  • Artificial Intelligence in Wealth Management : University of Illinois Urbana-Champaign
  • New Tech Ventures: Illinois Tech
  • Innovation Strategy with Goldman Sachs 10,000 Women : Goldman Sachs
  • Plant Design & Economics: Coursera
  • Project Planning: Putting It All Together: Google
  • Supply Chain Planning: Rutgers the State University of New Jersey
  • Strategic Planning and Execution: University of Virginia

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