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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


  • U

    University of Illinois Urbana-Champaign

    Governmental Accounting and Reporting I

    Skills you'll gain: Fund Accounting, Governmental Accounting, General Accounting, Financial Reporting, Non-Profit Accounting, Accounting, Generally Accepted Accounting Principles (GAAP), Project Accounting, Specialized Accounting, Financial Statement Analysis, Financial Statements, Property Accounting, Cash Flows, Accrual Accounting, Revenue Recognition, Reconciliation, Accountability

    ★ 4.8 (13) · Intermediate · Course · 1 - 3 Months

  • G

    Goldman Sachs

    Digital Marketing Strategy with Goldman Sachs 10,000 Women

    Skills you'll gain: Social Media Campaigns, Digital Marketing Tools, Social Media, Social Media Marketing, Advertising Campaigns, Paid media, Digital Media Strategy, Digital Marketing Campaigns, Online Advertising, Campaign Management, Social Media Strategy, Search Engine Marketing, Digital Advertising, Digital Marketing, Campaign Planning, Marketing Strategy and Techniques, Social Media Analytics, Owned Media, Marketing Design, Analytics

    ★ 4.7 (976) · Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Build Your First React Website

    Skills you'll gain: React.js, Debugging, Front-End Web Development, Web Development, JavaScript Frameworks, HTML and CSS, UI Components, Javascript, Cascading Style Sheets (CSS)

    ★ 4.4 (417) · Intermediate · Guided Project · Less Than 2 Hours

  • C

    Coursera

    Build Your Portfolio Website with HTML and CSS

    Skills you'll gain: Hypertext Markup Language (HTML), Cascading Style Sheets (CSS), Cloud Hosting, HTML and CSS, Web Development, Web Design and Development, GitHub, Web Servers, Web Presence, Web Content, Web Design, Git (Version Control System)

    ★ 4.5 (2K) · Beginner · Guided Project · Less Than 2 Hours

  • P

    Packt

    Certified Associate in Project Management (CAPM)

    Skills you'll gain: Stakeholder Management, Project Controls, Project Documentation, Business Analysis Tools, Stakeholder Communications, Project Coordination, Requirements Management, Earned Value Management, Project Performance, Team Oriented, Plan Execution, Risk Management, Acceptance Testing, Product Management, Ethical Standards And Conduct, Leadership Studies, Kanban Principles, Waterfall Methodology, Team Leadership, Communication Planning

    ★ 4.6 (84) · Intermediate · Specialization · 1 - 3 Months

  • A

    Advancing Women in Tech

    The Business of Product Management II

    Skills you'll gain: Product Roadmaps, Product Management, Agile Product Development, Customer Retention, Product Planning, Financial Analysis, Product Development, Financial Statement Analysis, Customer Analysis, Customer experience improvement, Innovation, Revenue Management, Business Metrics, Financial Statements, Brand Loyalty, Financial Acumen, Customer Engagement, Agile Methodology, Initiative and Leadership, Commercialization

    ★ 4.6 (236) · Beginner · Course · 1 - 4 Weeks

  • Y

    Yonsei University

    Spatial Data Science and Applications

    Skills you'll gain: Spatial Data Analysis, Spatial Analysis, Geospatial Information and Technology, Geographic Information Systems, Geospatial Mapping, GIS Software, Database Management Systems, Big Data, Database Systems, Apache Hadoop, Data Modeling, PostgreSQL, Network Analysis

    ★ 4.5 (532) · Intermediate · Course · 1 - 3 Months

  • P

    Politecnico di Milano

    Smart Teaching and Learning with AI

    Skills you'll gain: Blended Learning, Pedagogy, Large Language Modeling, Teaching, Digital pedagogy, LLM Application, Instructional Design, Instructional and Curriculum Design, Student Engagement, Learning Strategies, Education Software and Technology, Interactive Learning, Lesson Planning, Educational Materials, AI Personalization, Innovation, Student-Centred Learning, Curriculum Planning, Differentiated Instruction, Artificial Intelligence

    ★ 4.9 (889) · Beginner · Specialization · 3 - 6 Months

  • L

    Liberty Mutual Insurance

    Liberty Mutual Insurance Sales Agent

    Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Sales Prospecting, Productivity, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Communication, Law, Regulation, and Compliance, Sales Presentation, Consultative Selling, Product Knowledge, Cyber Risk

    ★ 4.5 (73) · Beginner · Professional Certificate · 3 - 6 Months

  • C

    California Institute of the Arts

    Making Money as a Freelancer

    Skills you'll gain: Financial Data, Financial Acumen, Budget Management, Accounting and Finance Software, Financial Analysis, Financial Forecasting, Small Business Accounting, Standard Accounting Practices, Accounting, Revenue Forecasting, Business Planning, Budgeting, Financial Planning, Financial Management, Forecasting, General Finance, Expense Management, Decision Making

    ★ 4.7 (185) · Beginner · Course · 1 - 3 Months

  • S

    Starweaver

    IIBA® Entry Certificate in Business Analysis™ (ECBA™) Exam Prep

    Skills you'll gain: Requirements Elicitation, Requirements Analysis, Stakeholder Engagement, Requirements Management, Business Analysis, Stakeholder Management, Performance Improvement, Business Requirements, Stakeholder Communications, Case Studies, Stakeholder Analysis, Project Performance, Governance, Business Process Modeling, Strategic Planning, Problem Solving

    ★ 4.8 (130) · Beginner · Course · 1 - 4 Weeks

  • U

    University of Colorado System

    Windows Server Management and Security

    Skills you'll gain: Windows Servers, Authorization (Computing), Microsoft Windows, Authentications, Operating System Administration, User Accounts, Group Policy, User Provisioning, Microsoft Servers, Security Controls, Enterprise Security, Active Directory, Identity and Access Management, Software Installation, Server Administration, Encryption, Network Planning And Design, Network Performance Management, Computer Networking

    ★ 4.7 (678) · Beginner · Course · 1 - 3 Months

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

  • Governmental Accounting and Reporting I : University of Illinois Urbana-Champaign
  • Digital Marketing Strategy with Goldman Sachs 10,000 Women: Goldman Sachs
  • Build Your First React Website: Coursera
  • Build Your Portfolio Website with HTML and CSS: Coursera
  • Certified Associate in Project Management (CAPM): Packt
  • The Business of Product Management II: Advancing Women in Tech
  • Spatial Data Science and Applications: Yonsei University
  • Smart Teaching and Learning with AI: Politecnico di Milano
  • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
  • Making Money as a Freelancer: California Institute of the Arts

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