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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


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    I

    IESE Business School

    Accounting: Principles of Financial Accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Accounting, Cash Flows, Balance Sheet, Accrual Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Cash Management

    4.8
    Rating, 4.8 out of 5 stars
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    3.3K reviews

    Beginner · Course · 1 - 4 Weeks

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    University of Illinois Urbana-Champaign

    Financial Accounting: Advanced Topics

    Skills you'll gain: Cash Flows, Financial Statements, Financial Accounting, Depreciation, Fixed Asset, Equities, Financial Analysis, Financial Reporting, Balance Sheet, Accrual Accounting, Market Liquidity, Loans

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    University of Illinois Urbana-Champaign

    Alternatives as We Age: Retirement and Legacy Planning

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Land Management, Financial Planning, Real Estate, Financial Modeling, Tax Planning, Investments, Investment Management, Succession Planning, Risk Management, Finance, Case Studies

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Financial Accounting: Master Core Concepts & Analysis

    Skills you'll gain: Cash Flows, Income Statement, Financial Analysis, Financial Accounting, Equities, Revenue Recognition, Working Capital, Balance Sheet, Generally Accepted Accounting Principles (GAAP), Accounting, Financial Statements, Financial Reporting, Financial Acumen, Corporate Finance, Corporate Accounting, Case Studies, Revenue Management, Accrual Accounting, Finance, Operational Efficiency

    4.7
    Rating, 4.7 out of 5 stars
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    22 reviews

    Beginner · Specialization · 3 - 6 Months

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    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, Cash Flow Forecasting, Capital Expenditure, Return On Investment, Cost Benefit Analysis, Investments, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
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    14 reviews

    Mixed · Course · 1 - 4 Weeks

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    E

    EDUCBA

    Financial Modeling & Valuation: Analyze & Forecast

    Skills you'll gain: Financial Modeling, Revenue Forecasting, Working Capital, Cash Flows, Business Valuation, Financial Forecasting, Expense Management, Cash Flow Forecasting, Operating Expense, Depreciation, Financial Analysis, Financial Statements, Return On Investment, Equities, Capital Expenditure, Excel Formulas, Income Statement

    4.8
    Rating, 4.8 out of 5 stars
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    58 reviews

    Mixed · Course · 1 - 3 Months

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    Fundação Instituto de Administração

    Data & Finance for the future

    Skills you'll gain: Financial Statement Analysis, Financial Analysis, Business Analytics, Regression Analysis, Business Valuation, Descriptive Statistics, Data Analysis, Data-Driven Decision-Making, Statistical Inference, Financial Accounting, Cash Flows, Balance Sheet, Income Statement, Working Capital, Competitive Analysis, International Finance, Business Economics, Economics, Market Dynamics, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
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    482 reviews

    Intermediate · Specialization · 3 - 6 Months

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    I

    Indian School of Business

    A Beginner's Guide to Investing

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Income Statement, Portfolio Management, Financial Accounting, Balance Sheet, Investments, Financial Modeling, Finance, Financial Trading, Cash Flows, Financial Market, Market Dynamics, Return On Investment, Risk Management

    3.3
    Rating, 3.3 out of 5 stars
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    12 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    S

    SoFi

    Fundamentals of Investing

    Skills you'll gain: Investments, Return On Investment, Risk Analysis, Portfolio Management, Risk Management, Financial Planning, Equities, Asset Management, Tax, Financial Analysis, Tax Planning, Securities (Finance), Derivatives

    4.4
    Rating, 4.4 out of 5 stars
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    117 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
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    233 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Financial Data, Generative AI, Market Intelligence, Data-Driven Decision-Making, Strategic Planning, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    4.3
    Rating, 4.3 out of 5 stars
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    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Analysis, Economics, Psychology, Probability & Statistics, Risk Analysis

    4.4
    Rating, 4.4 out of 5 stars
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    4.5K reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Accounting: Principles of Financial Accounting: IESE Business School
  • Financial Accounting: Advanced Topics: University of Illinois Urbana-Champaign
  • Alternatives as We Age: Retirement and Legacy Planning : University of Illinois Urbana-Champaign
  • Financial Accounting: Master Core Concepts & Analysis: EDUCBA
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA
  • Financial Modeling & Valuation: Analyze & Forecast: EDUCBA
  • Data & Finance for the future: Fundação Instituto de Administração
  • A Beginner's Guide to Investing: Indian School of Business
  • Fundamentals of Investing: SoFi
  • Introduction to Personal Finance: SoFi

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