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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

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Model Deployment, Forecasting, Decision Intelligence, Responsible AI, Generative AI, AI Integrations, Market Intelligence, Data-Driven Decision-Making, General Finance, AI Enablement, Financial Planning, Market Research, Artificial Intelligence, Market Analysis, Data Quality, Data Validation

    4.2 stars, 25 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.2 (25) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Financial Management for Project Managers

    Skills you'll gain: Cost Management, Budget Management, Earned Value Management, Capital Budgeting, Financial Management, Budgeting, Financial Statements, Financial Analysis, Financial Statement Analysis, Financial Acumen, Project Finance, Project Performance, Gross Profit, Project Controls, Financial Data, Cash Flows, Project Management, Return On Investment, Financial Reporting, Income Statement

    Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    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
  • C

    Coursera

    Nursing Leadership: Financial Management and Budgeting

    Skills you'll gain: Financial Forecasting, Financial Reporting, Budget Management, Variance Analysis, Financial Statements, Financial Data, Forecasting, Financial Statement Analysis, Nursing Management, Financial Acumen, Financial Management, Fiscal Management, Budgeting, Balance Sheet, Operating Budget, Data-Driven Decision-Making, Return On Investment, Initiative and Leadership, Nursing

    Intermediate · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Portfolio Risk, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Services, Finance, Performance Analysis, Risk Management, Market Trend, Decision Making, Microsoft Excel

    4.7 stars, 433 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.7 (433) · Mixed · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • 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
  • J

    John Wiley & Sons

    Insurance, Retirement, and Estate Planning

    Skills you'll gain: Estate Planning, Long Term Care, Wealth Management, Financial Planning, Insurance Policies, Financial Services, Asset Protection, Risk Management, Contingency Planning, Nursing Homes, Tax Planning, Succession Planning, General Finance, Property and Real Estate, Home Health Care, Home Health Care and Assisted Living, Disabilities, Health Care, Health Policy

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Financial Tools and Planning

    Skills you'll gain: Balance Sheet, Financial Planning, Budgeting, Finance, Budget Management, Wealth Management, Financial Management, Market Dynamics, Cash Flow Forecasting, Economics, Cash Management, Financial Analysis, Financial Statement Analysis, Financial Statements, Cash Flows, Loans, Expense Management, Market Analysis, Growth Strategies, Decision Making

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • E

    EDUCBA

    Tax Planning and Wealth Management Basics

    Skills you'll gain: Wealth Management, Tax Management, Tax Planning, Estate Planning, Tax Compliance, Financial Planning, Tax, Income Tax, Tax Preparation, Tax Laws, Financial Data, Financial Forecasting, Financial Modeling, Depreciation, Asset Management, Compensation and Benefits, Excel Formulas, Goal Setting

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • 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, Business Planning, Project Planning, Finance, Return On Investment, Planning, Investments, Business, Decision Making

    4.6 stars, 17 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 4.6 (17) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Coursera

    Financial Reporting: Ledgers, Taxes, Auditing Best Practices

    Skills you'll gain: Ledgers (Accounting), Tax Planning, Tax Management, Auditing, Tax Compliance, Financial Auditing, Financial Reporting, General Ledger, Generally Accepted Auditing Standards, Financial Regulation, Regulatory Compliance, Compliance Management, Accounting

    4.5 stars, 86 reviews, Beginner, Course, 1 - 4 Weeks

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

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Retirement Planning and Savings Strategies

    Skills you'll gain: Financial Planning, Wealth Management, Income Tax, Portfolio Management, Case Studies, Planning, Employee Retirement Income Security Act, Goal Setting, Compensation and Benefits, Asset Management, Benefits Administration, Investment Management, Portfolio Risk, Long Term Care, Investments, Deposit Accounts, Estimation, Material Requirements Planning, Security Requirements Analysis, Safety and Security

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
1…678…642

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

  • GenAI for Financial Forecasting and Planning: Coursera
  • Financial Management for Project Managers: EDUCBA
  • Personal Investing for Working Professionals: STARWEAVER
  • Nursing Leadership: Financial Management and Budgeting: Coursera
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Business Foundations: Organizations, Planning, Finance: Coursera
  • Insurance, Retirement, and Estate Planning: John Wiley & Sons
  • Financial Tools and Planning: John Wiley & Sons
  • Tax Planning and Wealth Management Basics: EDUCBA
  • Financial Budgeting: Analyze & Apply Planning Tools: EDUCBA

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