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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


  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analysis, Budgeting, and Risk Management

    Skills you'll gain: Risk Modeling, Risk Management Framework, Financial Modeling, Budgeting, Risk Analysis, Capital Budgeting, Risk Management, Portfolio Risk, Financial Analysis, Capital Expenditure, Portfolio Management, Key Performance Indicators (KPIs), Operating Budget, Investments, Asset Management, Return On Investment, Smart Goals, Financial Forecasting, Performance Measurement, Equities

    Intermediate · Course · 3 - 6 Months

  • Status: Preview
    Preview
    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

  • Status: Free
    Free
    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
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Analyze Personal Finance and Private Wealth Strategies

    Skills you'll gain: Estate Planning, Portfolio Risk, Wealth Management, Risk Management, Portfolio Management, Risk Management Framework, Investment Management, Tax Management, Tax Planning, Financial Planning, Asset Management, Tax Laws, Risk Appetite, Financial Services, General Finance, Income Tax, Tax, Financial Management, Financial Analysis, Behavioral Economics

    Beginner · Course · 1 - 3 Months

  • Status: 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

  • Status: Free Trial
    Free Trial
    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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    85 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Investment Management and Portfolio Strategies

    Skills you'll gain: Portfolio Management, Financial Statements, Investment Management, Investments, Financial Statement Analysis, Market Analysis, Financial Planning, Financial Market, Financial Analysis, Wealth Management, Portfolio Risk, Risk Analysis, Equities, Risk Management, Return On Investment, Derivatives, Risk Appetite

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    B

    Board Infinity

    Prepare for CFA Level 1: Financial Statements and Reporting

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Modeling, Financial Reporting, Income Statement, Business Valuation, Financial Accounting, Balance Sheet, Inventory Accounting, Financial Forecasting, Income Tax, Cash Flows, Depreciation, Accounting, Fraud detection

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Budgeting: Apply Inflation & Approaches

    Skills you'll gain: Budgeting, Operating Budget, Cost Control, Cost Management, Fiscal Management, Spreadsheet Software, Expense Management, Operating Expense, Financial Planning, Forecasting

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Risk Management and Insurance Planning

    Skills you'll gain: Insurance, Underwriting, Insurance Policies, Actuarial Science, Insurance and Warranty Claims Processing, Claims Processing, Financial Services, Risk Management, Risk Analysis, Financial Planning, Legal Risk, Lending and Underwriting, Risk Mitigation, Finance

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Personal Finance and Investment Strategies

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Tax Planning, Financial Analysis, Tax, Income Tax, Budgeting, Portfolio Management, Insurance, Real Estate, General Finance, Financial Planning, Finance, Wealth Management, Property and Real Estate, Financial Management, Balance Sheet, Risk Management, Investments, Investment Management

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Retirement Planning and Wealth Strategies

    Skills you'll gain: Wealth Management, Financial Planning, Budget Management, Budgeting, Benefits Administration, Insurance, Investments, Finance, Investment Management, Insurance Policies, Estimation

    Mixed · Course · 1 - 4 Weeks

1…789…603

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

  • Analysis, Budgeting, and Risk Management: Coursera
  • Personal Investing for Working Professionals: Starweaver
  • Program Financial Planning with ClickUp: Coursera
  • Analyze Personal Finance and Private Wealth Strategies: EDUCBA
  • Tax Planning and Wealth Management Basics: EDUCBA
  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Investment Management and Portfolio Strategies: EDUCBA
  • Prepare for CFA Level 1: Financial Statements and Reporting: Board Infinity
  • Budgeting: Apply Inflation & Approaches: Coursera
  • Risk Management and Insurance Planning: EDUCBA

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