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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
    Free Trial
    C

    Coursera

    Financial Statements: Compile & Classify Accounts

    Skills you'll gain: Income Statement, General Ledger, General Accounting, Financial Reporting, Ledgers (Accounting), QuickBooks (Accounting Software), Financial Statements, Excel Formulas, Balance Sheet, Financial Accounting, Accounting Records, Accounting, Spreadsheet Software, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Leadership in Action and Planning

    Skills you'll gain: Strategic Leadership, Strategic Planning, Leadership, Business Planning, Organizational Change, Business Strategy, Planning, Strategic Decision-Making, Collaboration, Organizational Leadership, Change Management, Relationship Building, Influencing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Program Resource Planning with ClickUp

    Skills you'll gain: Program Management, Diagram Design, Resource Planning, Project Planning, Project Management Software, Capacity Planning, Resource Management, Agile Methodology, Strategic Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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

    Coursera

    Plan Resources Gantt Project Setup & Planning

    Skills you'll gain: Resource Allocation, Timelines, Project Performance, Resource Management, Variance Analysis, Project Schedules, Capacity Management, Scheduling, Project Planning, Workforce Management, Continuous Improvement Process

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Planning, Management, and Compliance

    Skills you'll gain: Cloud Security, Record Keeping, Cyber Security Policies, Security Management, Data Management, Records Management, Cloud Computing Architecture, Data Security, General Data Protection Regulation (GDPR), Cloud Computing, Data Governance, Personally Identifiable Information, Information Privacy, Threat Detection, Microsoft Azure, Cloud Platforms, Security Controls, Threat Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Financial Statements for Liquidity Insights

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

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Toronto

    Motion Planning for Self-Driving Cars

    Skills you'll gain: Traffic Flow Optimization, Machine Controls, Automation, Robotics, Graph Theory, Algorithms, Computer Vision, Mathematical Modeling, Data Mapping, Predictive Modeling, Data Structures, Spatial Data Analysis, Control Systems, Estimation, Applied Mathematics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    486 reviews

    Advanced · Course · 1 - 3 Months

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

    Coursera

    DMAIC: Optimize Financial Processes Fast

    Skills you'll gain: Process Improvement, Lean Six Sigma, Six Sigma Methodology, Root Cause Analysis, Process Analysis, Process Mapping, Business Process Improvement, Quality Improvement, Process Optimization, Financial Controls, Data-Driven Decision-Making, Continuous Improvement Process, Business Workflow Analysis, Process Flow Diagrams, Finance

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Planning for Social Media

    Skills you'll gain: Social Media Strategy, Social Media Content, Social Media Marketing, Strategic Communication, Paid media, Content Strategy, Digital Media Strategy, Earned Media, Owned Media, Brand Strategy, Content Performance Analysis, Content Creation, Shared Media, Customer Relationship Building, Customer Engagement, Target Audience, Brand Management, Aesthetics

    Intermediate · Course · 1 - 4 Weeks

  • 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
    Free Trial
    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

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

  • Financial Statements: Compile & Classify Accounts: Coursera
  • Leadership in Action and Planning: Johns Hopkins University
  • Program Resource Planning with ClickUp: Coursera
  • الثقافة المالية | Financial Literacy: Alfaisal University | KLD
  • Plan Resources Gantt Project Setup & Planning: Coursera
  • Cybersecurity Planning, Management, and Compliance: Microsoft
  • Financial Statements for Liquidity Insights: Coursera
  • Motion Planning for Self-Driving Cars: University of Toronto
  • DMAIC: Optimize Financial Processes Fast: Coursera
  • Strategic Planning for Social Media: University of Colorado Boulder

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