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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 Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Forecasting, Financial Statements, Financial Accounting, Financial Reporting, Financial Data, Forecasting, Financial Analysis, Financial Modeling, Cash Flow Forecasting, Analysis, Generally Accepted Accounting Principles (GAAP), Finance

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    42 reviews

    Intermediate · Course · 1 - 3 Months

  • 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, Equities, General Finance, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Project and Stress-Test Financial Plans

    Skills you'll gain: Financial Forecasting, Financial Modeling, Revenue Forecasting, Profit and Loss (P&L) Management, Business Modeling, Contingency Planning, Cost Containment, Cost Control, Market Data, Forecasting, Financial Analysis, Market Trend, Financial Planning, Risk Mitigation

    Intermediate · Course · 1 - 4 Weeks

  • 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

  • S

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Acumen, Cash Management, Financial Data, Decision Making, Financial Policy, Risk Management, Personal Development, Critical Thinking, Stress Management, Mindfulness

    Intermediate · Course · 1 - 3 Months

  • M

    Microsoft

    Program Finance and Investment

    Skills you'll gain: Earned Value Management, Project Schedules, Scheduling, Procurement, Cost Management, Return On Investment, Spreadsheet Software, Microsoft Excel, Capital Budgeting, Financial Analysis, Project Performance, Cost Benefit Analysis, Project Estimation, Microsoft 365, Excel Formulas, Project Finance, Feasibility Studies, Investment Management, Variance Analysis, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    SoFi

    Saving Money for the Future

    Skills you'll gain: Wealth Management, Financial Planning, Goal Setting, Cash Management, Cost Estimation, Deposit Accounts, Budgeting, Investments, Prioritization, Higher Education

    4.5
    Rating, 4.5 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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
    Rating, 4.7 out of 5 stars
    ·
    322 reviews

    Beginner · Course · 1 - 3 Months

  • 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

  • S

    SkillUp

    Safeguarding Against Financial Elder Abuse

    Skills you'll gain: Asset Protection, Loss Prevention, Fraud detection, Personal Development, Financial Controls, Finance, Financial Planning, Emotional Intelligence, Financial Acumen, Communication

    Beginner · Course · 1 - 4 Weeks

  • 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
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 3 Months

  • S

    SoFi

    Risk Management in Personal Finance

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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    63 reviews

    Beginner · Course · 1 - 4 Weeks

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

  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Personal Investing for Working Professionals : Starweaver
  • Project and Stress-Test Financial Plans: Coursera
  • Budgeting: Apply Inflation & Approaches: Coursera
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research
  • Program Finance and Investment: Microsoft
  • Saving Money for the Future: SoFi
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Applied Financial Decision Making and Ethics: EDUCBA
  • Safeguarding Against Financial Elder Abuse: SkillUp

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