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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


  • E

    EDUCBA

    Financial Planning Case Studies and Solutions

    Skills you'll gain: Wealth Management, Portfolio Management, Financial Planning, Investment Management, Financial Analysis, Investments, Portfolio Risk, Analysis, Case Studies, Customer Analysis, Financial Data, Goal Setting, Financial Forecasting, Financial Management, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Operating Budget, Data Cleansing, Financial Modeling, Consolidation, Cost Management, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Project Finance, Program Management, Program Development, Project Planning, Project Management Software, Innovation, Finance, Financial Planning, Business Modeling, Diagram Design, Agile Methodology, Strategic Planning

    4.3 stars, 12 reviews, Intermediate, Guided Project, Less Than 2 Hours

    ★ 4.3 (12) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • C

    Coursera

    Business Foundations: Organizations, Planning, Finance

    Skills you'll gain: Team Performance Management, Business Planning, Resource Management, Business Management, Organizational Strategy, Organizational Development, Business Acumen, Organizational Effectiveness, Strategic Thinking, Team Building, Business Strategy, Financial Management, Culture Transformation, Strategic Decision-Making, Financial Acumen, Team Leadership, Financial Planning, Decision Making, Financial Analysis

    4.6 stars, 12 reviews, Beginner, Course, 1 - 4 Weeks

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

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Advanced Financial Analysis & Decision Making

    Skills you'll gain: Capital Budgeting, Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Enterprise Risk Management (ERM), Corporate Finance, Risk Analysis, Financial Management, Business Risk Management, Business Ethics, Internal Controls, Cost Benefit Analysis, Portfolio Management, Risk Modeling, Risk Management, Balance Sheet, Profit and Loss (P&L) Management, Decision Making, Business

    4.8 stars, 9 reviews, Beginner, Specialization, 3 - 6 Months

    ★ 4.8 (9) · Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • I

    Indian School of Business

    Basic Financial Literacy

    Skills you'll gain: Loans, Financial Planning, General Finance, Finance, Wealth Management, Financial Management, General Lending, Budget Management, Budgeting, Tax, Financial Acumen, Tax Planning, Investments, Financial Market, Investment Management, Income Tax, Risk Management, Goal Setting

    4.5 stars, 17 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.5 (17) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • 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 stars, 248 reviews, Beginner, Course, 1 - 4 Weeks

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

    Status: Free trial
    Free trial
  • 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 stars, 4.6K reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (4.6K) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    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, Financial Modeling, Investments, Portfolio Risk, Asset Management, Investment Management, Succession Planning, Risk Management, Risk Analysis, Case Studies

    3.7 stars, 6 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 3.7 (6) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • S

    STARWEAVER

    Personal Investing for Working Professionals

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Tax Management, Investments, Tax Planning, Wealth Management, Income Tax, Risk Management, Financial Planning, Asset Management, Goal Setting, Financial Services, Finance, Equities, General Finance, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • E

    EDUCBA

    Risk Management and Financial Analysis

    Skills you'll gain: Risk Modeling, Risk Analysis, Strategic Decision-Making, Strategic Thinking, Operational Risk, Credit Risk, Financial Modeling, Risk Management, Portfolio Risk, Corporate Strategy, Financial Analysis, Analysis, Finance, Business, Decision Making, Banking, Statistics, Probability, Environment, Design

    Beginner · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Asset Management, Risk Analysis, General Finance, Investment Banking, Market Dynamics, Market Trend, Quantitative Research, Case Studies

    4.4 stars, 159 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.4 (159) · Beginner · Course · 1 - 4 Weeks

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

  • Financial Planning Case Studies and Solutions: EDUCBA
  • Excel: Build Financial Budgets Fast: Coursera
  • Program Financial Planning with ClickUp: Coursera
  • Business Foundations: Organizations, Planning, Finance: Coursera
  • Advanced Financial Analysis & Decision Making: EDUCBA
  • Basic Financial Literacy: Indian School of Business
  • Introduction to Personal Finance: SoFi
  • Behavioral Finance: Duke University
  • Alternatives as We Age: Retirement and Legacy Planning: University of Illinois Urbana-Champaign
  • Personal Investing for Working Professionals: STARWEAVER

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