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  • Financial Planning

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


  • J

    John Wiley & Sons

    Foundations of Strategic Planning for Public & Nonprofits

    Skills you'll gain: Strategic Planning, Organizational Strategy, Case Studies, Business Planning, Stakeholder Engagement, Resource Allocation, Stakeholder Management, Resource Management, Strategic Leadership, Resource Planning, Stakeholder Analysis, Leadership and Management, Strategic Thinking, Systems Thinking, Mitigation, Non-Profit Accounting, Strategic Decision-Making, Organizational Change, Public Administration, Leadership Development

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Insurance Policies, Financial Planning, Asset Protection, Risk Management, Document Management, Health Care, Needs Assessment

    4.7 stars, 64 reviews, Beginner, Course, 1 - 4 Weeks

    ★ 4.7 (64) · Beginner · Course · 1 - 4 Weeks

    Status: Free trial
    Free trial
  • J

    John Wiley & Sons

    Financial Well-Being Foundations

    Skills you'll gain: Wealth Management, Goal Setting, Self-Awareness, Behavioral Economics, Goal-Oriented, Smart Goals, Personal Development, Risk Management, Finance, Risk Appetite, Financial Planning, Human Capital, Decision Making, Financial Acumen, Risk Analysis, Financial Management, Consumer Behaviour, Cost Benefit Analysis, Self-Discipline, Psychology

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    ULIP Investment and Insurance Planning

    Skills you'll gain: Wealth Management, Financial Planning, Market Data, Financial Services, Insurance, Financial Analysis, Insurance Policies, Portfolio Management, Investment Management, Financial Market, General Finance, Investments, Market Analysis, Asset Management, Equities, Performance Analysis, Insurance and Warranty Claims Processing, Return On Investment, Risk Management, Strategic Decision-Making

    5 stars, 13 reviews, Mixed, Course, 1 - 4 Weeks

    ★ 5 (13) · Mixed · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free trial
    Free trial
  • S

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Corporate Finance, Working Capital, Capital Budgeting, Financial Management, Financial Analysis, Finance, Capital Expenditure, Financial Planning, Cash Management, Risk Analysis, Cash Flows, Equities, Investment Management, Business Valuation, Return On Investment, Financial Policy

    Intermediate · Course · 1 - 3 Months

    Category: Free
    Free
  • J

    John Wiley & Sons

    Performance Management and Strategic Planning in Finance

    Skills you'll gain: Dashboard, Business Planning, Performance Measurement, Financial Management, Performance Metric, Business Strategies, Budgeting, Financial Forecasting, Performance Management, Strategic Leadership, Business Metrics, Strategic Planning, Forecasting, Market Analysis, Business Administration, Microsoft Excel, Capital Budgeting, Strategic Decision-Making, Benchmarking

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
  • M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Data, Financial Forecasting, Accounting, Financial Analysis, Forecasting, Financial Management, Financial Acumen, General Accounting, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Acumen, Business Modeling, Business Metrics, Corporate Strategy, Standard Accounting Practices

    4.7 stars, 322 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.7 (322) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • S

    Sage Publications

    Marketing Planning & Strategy

    Skills you'll gain: Marketing Planning, Marketing Budgets, Business Planning, Market Analysis, Strategic Marketing, Marketing Strategies, Market Research, Marketing Effectiveness, Marketing Strategy and Techniques, Performance Measurement, Budgeting, Business Strategy, Competitive Analysis, Consumer Behaviour, Marketing Psychology, Business Ethics, Marketing Communications, Strategic Decision-Making, Analysis, Decision Making

    Intermediate · Course · 3 - 6 Months

    Category: New
    New
    Category: Preview
    Preview
  • Y

    Yunus Social Business Fund Bengaluru

    Financial Markets and Instruments

    Skills you'll gain: Financial Market, Decision Making, Finance, Business Valuation, Capital Markets, Return On Investment, Financial Acumen, Equities, Securities (Finance), Corporate Finance, Financial Analysis, Financial Management, Market Data, General Finance, Investments, Risk Analysis, Financial Data, Social Impact, Cash Flows

    4.8 stars, 13 reviews, Beginner, Course, 1 - 3 Months

    ★ 4.8 (13) · Beginner · Course · 1 - 3 Months

    Status: Free trial
    Free trial
  • E

    EDUCBA

    Applied Financial Decision Making and Ethics

    Skills you'll gain: Working Capital, Financial Statement Analysis, Portfolio Risk, Business Ethics, Portfolio Management, Cash Management, Financial Statements, Financial Analysis, Ethical Standards And Conduct, Law, Regulation, and Compliance, Investment Management, Business Valuation, Regulation and Legal Compliance, Financial Management, Business Risk Management, Risk Modeling, Cash Flows, Strategic Decision-Making, Governance, Environmental Social And Corporate Governance (ESG)

    Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
  • 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

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

    EDUCBA

    Mutual Fund Investment and Portfolio Strategies

    Skills you'll gain: Portfolio Management, Investment Management, Investments, Business Valuation, Financial Analysis, Wealth Management, Tax Planning, Portfolio Risk, Financial Regulations, Asset Management, Tax, Financial Regulation, Financial Market, Equities, Financial Planning, Capital Markets, Credit Risk, Securities Trading, Market Liquidity

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free trial
    Free trial
1…8910…643

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

  • Foundations of Strategic Planning for Public & Nonprofits: John Wiley & Sons
  • Risk Management in Personal Finance: SoFi
  • Financial Well-Being Foundations: John Wiley & Sons
  • ULIP Investment and Insurance Planning: EDUCBA
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research
  • Performance Management and Strategic Planning in Finance: John Wiley & Sons
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Marketing Planning & Strategy: Sage Publications
  • Financial Markets and Instruments: Yunus Social Business Fund Bengaluru
  • Applied Financial Decision Making and Ethics: EDUCBA

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