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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

    Financial Management

    Skills you'll gain: Revenue Recognition, Peer Review, Credit Risk, Mergers & Acquisitions, Financial Analysis, Accrual Accounting, Financial Statements, Investment Management, Accruals, Cash Flows, Accounting, Corporate Finance, Financial Statement Analysis, Financial Accounting, Finance, Financial Modeling, Return On Investment, Investments, Financial Management, Risk Management

    ★ 4.7 (7K) · Intermediate · Specialization · 3 - 6 Months

  • E

    EDUCBA

    Investment Planning and Portfolio Analysis

    Skills you'll gain: Technical Analysis, Financial Statement Analysis, Investments, Financial Industry Regulatory Authorities, Financial Statements, Financial Market, Investment Management, Securities (Finance), Portfolio Management, Financial Analysis, Portfolio Risk, Market Data, Financial Regulations, Financial Regulation, Equities, Market Trend, Corporate Finance, Return On Investment, Financial Planning, Risk Modeling

    Mixed · Course · 1 - 3 Months

  • E

    EDUCBA

    Financial Management and Cost Control Basics

    Skills you'll gain: Cost Management, Cost Accounting, Cost Control, Operating Cost, Capital Budgeting, Financial Management, Finance, Corporate Finance, Operating Expense, Expense Management, Financial Analysis, Investment Management, Financial Planning, Decision Making

    Mixed · Course · 1 - 4 Weeks

  • B

    Board Infinity

    Prepare for CFA Level 1: Portfolio Management and Strategy

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Asset Management, Risk Management, Risk Management Framework, Investments, Governance Risk Management and Compliance, Financial Market, Risk Mitigation, Behavioral Economics, Risk Analysis, Performance Measurement, Capital Markets, Performance Analysis, Decision Making

    Beginner · Course · 1 - 3 Months

  • E

    EDUCBA

    Financial Statement Analysis & Corporate Finance Decisions

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Equities, Corporate Finance, Financial Accounting, Financial Data, Income Statement, Financial Reporting, Profit and Loss (P&L) Management, Balance Sheet, Financial Planning, Business Economics, Gross Profit, Market Dynamics, Accounting, Business Strategy, Accounts Payable and Receivable, Cash Flows

    Mixed · Course · 1 - 3 Months

  • R

    Rice University

    Finance for Non-Finance Professionals

    Skills you'll gain: Capital Budgeting, Cash Flows, Fiscal Management, Finance, Financial Analysis, Cash Flow Forecasting, Business Valuation, Return On Investment, Financial Management, Corporate Finance, General Finance, Case Studies, Investment Management, Financial Market, Risk Analysis, Financial Accounting

    ★ 4.8 (2.8K) · Beginner · Course · 1 - 3 Months

  • U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Statement Analysis, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Financial Planning, Return On Investment, Business Valuation, Corporate Finance, Mortgage Loans, Excel Formulas, Equities, Investments

    ★ 4.7 (1.3K) · Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Financial Analysis in Practice

    Skills you'll gain: Financial Modeling, Variance Analysis, Financial Statements, Revenue Forecasting, Budget Management, Financial Statement Analysis, Business Intelligence Software, Financial Forecasting, Power BI, Financial Analysis, Cash Flows, Cost Management, Spreadsheet Software, Balance Sheet, Financial Reporting, Microsoft Excel, Dashboard, Data Visualization, Key Performance Indicators (KPIs), Business Intelligence

    ★ 3.7 (7) · Intermediate · Specialization · 1 - 3 Months

  • C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Financial Data, Oracle Cloud Applications, Forecasting, Accounting and Finance Software, Budget Management, Financial Forecasting, Operating Budget, Fiscal Management, Budgeting, Data Management, Business Planning, Workflow Management, Strategic Planning, Month End Closing, Decision Making

    ★ 4.8 (13) · Intermediate · Course · 1 - 4 Weeks

  • D

    Duke University

    Behavioral Finance

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

    ★ 4.4 (4.5K) · Beginner · Course · 1 - 4 Weeks

  • S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Cash Flows, Budgeting, Smart Goals, Tax, Cash Management, Budget Management, Financial Planning, Tax Planning, Financial Analysis, Income Tax, General Finance, Credit Risk, Expense Management, Balance Sheet, Decision Making, Self-Awareness

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

  • S

    Starweaver

    Financial Modeling Fundamentals

    Skills you'll gain: Financial Modeling, Microsoft Excel, Financial Statement Analysis, Financial Forecasting, Excel Formulas, Revenue Forecasting, Financial Analysis, Business Modeling, Financial Statements, Financial Accounting, Cash Flow Forecasting, Balance Sheet, Forecasting, Capital Expenditure, Data Validation, Cash Flows, Accounting, Working Capital, Operational Excellence

    Beginner · Course · 1 - 4 Weeks

1…567…545

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

  • Financial Management: University of Illinois Urbana-Champaign
  • Investment Planning and Portfolio Analysis: EDUCBA
  • Financial Management and Cost Control Basics: EDUCBA
  • Prepare for CFA Level 1: Portfolio Management and Strategy: Board Infinity
  • Financial Statement Analysis & Corporate Finance Decisions: EDUCBA
  • Finance for Non-Finance Professionals: Rice University
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Financial Analysis in Practice: Coursera
  • Improving Financial Planning with Oracle EPM: Coursera
  • Behavioral Finance: Duke University

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