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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 Virginia

    Entrepreneurship: Growing Your Business

    Skills you'll gain: Financial Statements, Financial Accounting, Balance Sheet, Financial Reporting, Financial Statement Analysis, Design Thinking, Accounting, Innovation, Journey Mapping, Process Design, Entrepreneurship, Philanthropy, Leadership Development, Corporate Sustainability, Stakeholder Engagement, Professional Development, Business Ethics, Organizational Leadership, Finance, HR Tech

    ★ 4.8 (7.8K) · Beginner · Specialization · 3 - 6 Months

  • R

    Rice University

    Investment and Portfolio Management

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Investment Management, Financial Systems, Securities Trading, Asset Management, Behavioral Economics, General Finance, Capital Markets, Risk Modeling, Equities, Financial Trading, Performance Measurement, Finance, Performance Analysis, Risk Management, Return On Investment

    ★ 4.5 (2.7K) · Beginner · Specialization · 3 - 6 Months

  • I

    Intuit

    Intuit Academy Bookkeeping

    Skills you'll gain: Financial Statement Analysis, Bookkeeping, Reconciliation, Financial Statements, Fixed Asset, Inventory Control, Depreciation, Payroll, Asset Management, Financial Analysis, Ledgers (Accounting), Financial Accounting, Financial Reporting, Payroll Administration, Inventory Accounting, Accounting, Balance Sheet, Payment Processing and Collection, Financial Acumen, Payroll Processing

    ★ 4.6 (8.3K) · Beginner · Professional Certificate · 3 - 6 Months

    Category: Job Ready
    Job Ready
  • I

    IBM

    IBM Business Intelligence (BI) Analyst

    Skills you'll gain: Dashboard, Extract, Transform, Load, Data Storytelling, Data Visualization, Dashboard Creation, Database Design, Presentations, Data Presentation, Descriptive Statistics, IBM DB2, Business Intelligence, Data Visualization Software, Statistical Hypothesis Testing, Tableau Software, Relational Databases, Database Systems, Statistical Visualization, IBM Cognos Analytics, Interactive Data Visualization, Excel Formulas

    ★ 4.7 (16K) · Beginner · Professional Certificate · 3 - 6 Months

    Category: Bestseller
    Bestseller
  • U

    Universidad de los Andes

    Fundamentos de Finanzas Empresariales

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Acumen, Finance, Financial Analysis, General Finance, Income Statement, Excel Formulas, Financial Planning, Balance Sheet, Business Mathematics, Financial Management, Capital Budgeting, Corporate Finance, Cash Flows, Business Metrics, Microsoft Excel, Loans

    ★ 4.9 (4.9K) · Beginner · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Business Data Management and Communication

    Skills you'll gain: Data Storytelling, Revenue Recognition, Data Presentation, Data Visualization, Business Workflow Analysis, Accrual Accounting, Financial Statements, Accruals, Storytelling, Cash Flows, Accounting, Financial Statement Analysis, Business Analytics, Financial Accounting, Business Analysis, Big Data, Asset Management, Analytics, Data Analysis, Intellectual Property

    ★ 4.7 (6.4K) · Intermediate · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Money, Wealth, and Happiness

    Skills you'll gain: Budget Management, Loans, Investment Management, General Finance, General Lending, Financial Services, Expense Management, Empowerment, Financial Acumen, Adaptability, Consumer Behaviour, Case Management

    ★ 4.6 (1.4K) · Beginner · Specialization · 3 - 6 Months

  • I

    IBM

    IBM Product Manager

    Skills you'll gain: AI Product Strategy, User Story, Usability Testing, New Product Development, Product Management, Product Lifecycle Management, Product Development, Innovation, Agile Software Development, Scrum (Software Development), Product Roadmaps, Agile Methodology, Kanban Principles, Responsible AI, Generative AI, Backlogs, Product Planning, Generative Model Architectures, Registration, Leadership

    ★ 4.7 (4.5K) · Beginner · Professional Certificate · 3 - 6 Months

    Category: Job Ready
    Job Ready
  • I

    IBM

    Generative AI for Program Managers

    Skills you'll gain: Prompt Engineering, Prompt Patterns, ChatGPT, Generative AI, Generative Model Architectures, Responsible AI, Program Management, Risk Management, Stakeholder Engagement, Project Management Institute (PMI) Methodology, Stakeholder Analysis, Strategic Decision-Making, AI literacy, Decision Intelligence, Stakeholder Management, AI Integrations, Artificial Intelligence and Machine Learning (AI/ML), Augmented and Virtual Reality (AR/VR), Governance, Machine Learning

    ★ 4.7 (12K) · Intermediate · Specialization · 1 - 3 Months

  • U

    University of Minnesota

    Human Resource Management: HR for People Managers

    Skills you'll gain: Performance Management, Performance Appraisal, Performance Review, Compensation Management, Compensation Strategy, Compensation and Benefits, Constructive Feedback, Workforce Planning, Human Resource Strategy, Human Resources, Employee Performance Management, Employee Onboarding, Human Resources Management and Planning, Recruitment, Recruitment Strategies, Human Capital, Talent Acquisition, Management Training And Development, Human Resource Policies, Performance Measurement

    ★ 4.8 (16K) · Beginner · Specialization · 3 - 6 Months

  • G

    Google

    Play It Safe: Manage Security Risks

    Skills you'll gain: Security Management, Threat Management, Cybersecurity, Cyber Risk, Risk Management Framework, Risk Management, Business Risk Management, Incident Response, Vulnerability Management, Risk Mitigation, Security Information and Event Management (SIEM), Security Controls, Computer Security, Risk Analysis, Threat Detection, Open Web Application Security Project (OWASP), Event Monitoring, Auditing

    ★ 4.8 (11K) · Beginner · Course · 1 - 4 Weeks

  • V

    Vanderbilt University

    Generative AI Leadership & Strategy

    Skills you'll gain: Prompt Engineering, ChatGPT, Prompt Patterns, AI powered creativity, Ideation, Verification And Validation, Succession Planning, LLM Application, AI literacy, Business Writing, Responsible AI, Generative AI, AI Enablement, Leadership, Business Correspondence, Meeting Facilitation, Leadership and Management, Creativity, Problem Solving, Risk Management

    ★ 4.8 (9.1K) · Beginner · Specialization · 1 - 3 Months

1…515253…547

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

  • Entrepreneurship: Growing Your Business: University of Virginia
  • Investment and Portfolio Management: Rice University
  • Intuit Academy Bookkeeping: Intuit
  • IBM Business Intelligence (BI) Analyst: IBM
  • Fundamentos de Finanzas Empresariales : Universidad de los Andes
  • Business Data Management and Communication: University of Illinois Urbana-Champaign
  • Money, Wealth, and Happiness: University of Illinois Urbana-Champaign
  • IBM Product Manager: IBM
  • Generative AI for Program Managers: IBM
  • Human Resource Management: HR for People Managers: University of Minnesota

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