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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


  • C

    Coursera

    TikTok Planning: Manage Content Like a Pro

    Skills you'll gain: TikTok, Content Scheduling, Social Media Content, Content Strategy, Content Development and Management, Calendar Management, Workflow Management, Content Creation, Content Management, Social Media Management, Scheduling, Market Opportunities

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Predictive Models for Financial Risk

    Skills you'll gain: Classification And Regression Tree (CART), Decision Tree Learning, Supervised Learning, Predictive Modeling, Risk Modeling, Financial Data, Predictive Analytics, Statistical Machine Learning, Applied Machine Learning, Workflow Management, Data Validation, Data Preprocessing, Data Ethics, Model Evaluation, Model Training, Business Reporting, Responsible AI, Performance Reporting, Business Ethics, Business Communication

    Intermediate · Course · 1 - 4 Weeks

  • J

    John Wiley & Sons

    Reading Financial Reports for Dummies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Annual Reports, Financial Accounting, Financial Reporting, Generally Accepted Accounting Principles (GAAP), Balance Sheet, Cash Flows, Financial Analysis, Income Statement, Sarbanes Oxley Act (SOX) Compliance, Business Reporting, Accounting, Tax Compliance, Tax, Accrual Accounting, Market Liquidity, Fraud detection, Investment Management

    Beginner · Course · 3 - 6 Months

  • W

    Workday

    Workday Financial Management for Business Users

    Skills you'll gain: People Analytics, Accounts Payable and Receivable, Accounts Payable, Workday (Software), Accounts Receivable, Spreadsheet Software, Accounting Software, Ledgers (Accounting), Accounting and Finance Software, Accounting Systems, Financial Data, Dashboard, General Ledger, Accounting, Data Import/Export, Workflow Management, Human Resources Software, Workforce Planning, Business Process, Finance

    4.5
    Rating, 4.5 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Visualize & Evaluate Financial Performance Reports

    Skills you'll gain: Performance Reporting, Business Reporting, Data Presentation, Financial Reporting, Management Reporting, Data Visualization, Data Storytelling, Financial Acumen, Performance Analysis, Case Studies, User Feedback, Constructive Feedback, Usability Testing, Communication

    Intermediate · Course · 1 - 4 Weeks

  • R

    Rutgers the State University of New Jersey

    Generative AI & Governmental Financial Reporting

    Skills you'll gain: Prompt Engineering, AI Integrations, Scalability, Large Language Modeling, Governmental Accounting, Unstructured Data, LLM Application, General Accounting, Financial Data, Generative AI, Accounting, Artificial Intelligence, Robotic Process Automation, Data Processing, Financial Reporting, Automation, Application Programming Interface (API), User Interface (UI)

    Intermediate · Course · 1 - 4 Weeks

  • S

    Skillshare

    Using AI & ChatGPT for Content: Research & Planning

    Skills you'll gain: Storytelling, Content Development and Management, Content Strategy, AI powered creativity, ChatGPT, Prompt Engineering, Content Creation, Content Marketing, Driving engagement, Social Media Content, Target Audience, Persona Development, AI literacy, User Research, Problem Solving, Brainstorming, Ideation

    Beginner · Course · 1 - 4 Weeks

  • C

    Copenhagen Business School

    FinTech and the Transformation in Financial Services

    Skills you'll gain: FinTech, Payment Systems, Financial Services, International Finance, Payment Processing, Financial Systems, Mobile Banking, Banking Services, Digital Transformation, Financial Regulation, Blockchain, Financial Regulations, Financial Market, Banking, Bank Regulations, Payment Processing and Collection, Regulatory Compliance, Fundraising and Crowdsourcing

    4.3
    Rating, 4.3 out of 5 stars
    ·
    1.2K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Facebook Planning: Manage Content Like a Pro

    Skills you'll gain: Content Scheduling, Facebook, Content Development and Management, Content Strategy, Social Media Content, Content Creation, Social Media Management, Drive Engagement, Driving engagement, Content Management, Calendar Management, Social Media, Digital Marketing Tools, Productivity Software, Google Workspace, Content Performance Analysis, Workflow Management, Customer Engagement, Live Streaming

    Beginner · Course · 1 - 4 Weeks

  • E

    EDUCBA

    Advanced Corporate Accounting and Financial Reporting

    Skills you'll gain: Hedge Accounting, International Financial Reporting Standards, Financial Reporting, Regulatory Requirements, Financial Regulations, Profit and Loss (P&L) Management, Law, Regulation, and Compliance, Business Valuation, Reconciliation, Consolidation, Financial Regulation, Compliance Reporting, Intercompany Accounting, Accounting Systems, Technical Accounting, Accounting, Corporate Accounting, Tax Compliance, Capital Markets, Business Mathematics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    35 reviews

    Beginner · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Apply Bookkeeping & Accounting for Financial Reporting

    Skills you'll gain: Ledgers (Accounting), Bookkeeping, Cash Flows, Financial Accounting, Financial Statement Analysis, Financial Reporting, Financial Statements, Small Business Accounting, Cash Management, Financial Analysis, Accounting, General Accounting, Accounting Records, Balancing (Ledger/Billing), Reconciliation, Standard Accounting Practices, Balance Sheet, Income Statement, General Ledger, Profit and Loss (P&L) Management

    4.4
    Rating, 4.4 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Colorado Boulder

    Digital Media and Strategic Planning in Technology Markets

    Skills you'll gain: Value Propositions, Social Media Campaigns, Social Media, Social Media Marketing, Social Media Strategy, Strategic Planning, Search Engine Optimization, Competitive Analysis, Business Modeling, Marketing Planning, Search Engine Marketing, Digital Media Strategy, Web Analytics and SEO, Technology Strategies, Business Planning, Strategic Marketing, Campaign Management, Business Analysis Tools, Marketing Strategies, Google Ads

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

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

  • TikTok Planning: Manage Content Like a Pro: Coursera
  • Predictive Models for Financial Risk: Coursera
  • Reading Financial Reports for Dummies: John Wiley & Sons
  • Workday Financial Management for Business Users: Workday
  • Visualize & Evaluate Financial Performance Reports: Coursera
  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • Using AI & ChatGPT for Content: Research & Planning: Skillshare
  • FinTech and the Transformation in Financial Services: Copenhagen Business School
  • Facebook Planning: Manage Content Like a Pro: Coursera
  • Advanced Corporate Accounting and Financial Reporting: EDUCBA

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