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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


  • P

    Pontificia Universidad Católica de Chile

    Decisiones Financieras

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Portfolio Management, Portfolio Risk, Financial Accounting, Income Statement, Investments, Financial Analysis, Balance Sheet, Financial Reporting, Business Valuation, Financial Market, Risk Management, Cash Management, Financial Trading, Working Capital, Accrual Accounting, Cash Flows, Capital Budgeting, Finance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    281 reviews

    Intermediate · Specialization · 3 - 6 Months

  • T

    The University of Melbourne

    The Role of Global Capital Markets

    Skills you'll gain: Financial Systems, Capital Markets, Market Liquidity, Financial Market, Corporate Finance, International Finance, Financial Regulation, Market Dynamics, Market Analysis, Governance, Risk Management, Economic Development

    4.6
    Rating, 4.6 out of 5 stars
    ·
    653 reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Human Resources Management and GenAI

    Skills you'll gain: Employee Retention, Talent Pipelining, Succession Planning, Workplace inclusivity, Performance Appraisal, Human Resource Strategy, Prompt Engineering, Mediation, Human Resources, Responsible AI, Employee Engagement, Generative AI Agents, AI Enablement, Human Resources Information System (HRIS), HR Tech, Payroll, Performance Review, Management Training And Development, Generative AI, Artificial Intelligence and Machine Learning (AI/ML)

    4.7
    Rating, 4.7 out of 5 stars
    ·
    357 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Lausanne

    Accounting 2

    Skills you'll gain: Mergers & Acquisitions, Equities, Tax, Accounting, Accounts Receivable, Securities (Finance), Financial Market, Inventory Accounting, Asset Management, Financial Accounting, Depreciation, Corporate Finance, Profit and Loss (P&L) Management, Balance Sheet, Financial Statements, Financial Reporting, Revenue Recognition, Cash Flows

    4.9
    Rating, 4.9 out of 5 stars
    ·
    70 reviews

    Beginner · Course · 1 - 3 Months

  • T

    The University of Edinburgh

    Understanding Obesity

    Skills you'll gain: Scientific Methods, Research, Nutrition and Diet, Behavioral Health, Physiology, Psychology, Stress Management, Peer Review, Health Policy, Discussion Facilitation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    890 reviews

    Beginner · Course · 1 - 4 Weeks

  • I

    Indian School of Business

    Trading Algorithms

    Skills you'll gain: Financial Trading, Financial Analysis, Financial Statement Analysis, Financial Market, Market Trend, Market Dynamics, Analysis, Equities, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.1K reviews

    Intermediate · Course · 1 - 4 Weeks

  • U

    University of Pennsylvania

    Effective Compliance Programs

    Skills you'll gain: Compliance Training, Compliance Management, Internal Communications, Procedure Development, Continuous Monitoring, Culture Transformation, Industrial and Organizational Psychology, Ethical Standards And Conduct, Psychology, Strategic Planning

    4.9
    Rating, 4.9 out of 5 stars
    ·
    860 reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Investments I: Fundamentals of Performance Evaluation

    Skills you'll gain: Finance, Investments, Business Valuation, Portfolio Management, Financial Modeling, Financial Market, Equities, Return On Investment, Financial Analysis, Regression Analysis, Corporate Finance, Asset Management, Microsoft Excel, Risk Analysis, Performance Analysis, Cash Flows

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    926 reviews

    Intermediate · Course · 1 - 3 Months

  • R

    Rutgers the State University of New Jersey

    Inventory Analytics

    Skills you'll gain: Inventory Control, Materials Management, Supply Chain, Financial Statement Analysis, Data Analysis, Case Studies, Competitive Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    271 reviews

    Beginner · Course · 1 - 4 Weeks

  • T

    The University of Edinburgh

    Philosophy and the Sciences: Introduction to the Philosophy of Cognitive Sciences

    Skills you'll gain: Artificial Intelligence, Psychology, Human Learning, Anthropology, Human Factors, Science and Research, Robotics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Accounting Analysis II: Accounting for Liabilities and Equity

    Skills you'll gain: Financial Accounting, Technical Accounting, Cash Flows, Financial Reporting, Financial Statement Analysis, Financial Statements, Generally Accepted Accounting Principles (GAAP), Accounting, Equities, Income Statement, Income Tax, Compensation Management, Compensation and Benefits

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    111 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Michigan

    Community Organizing for Social Justice

    Skills you'll gain: Community Organizing, Social Justice, Community Development, Diversity Awareness, Discussion Facilitation, Social Impact, Planning, Cultural Diversity, Goal Setting, Empowerment, Initiative and Leadership, Needs Assessment

    4.8
    Rating, 4.8 out of 5 stars
    ·
    325 reviews

    Beginner · Course · 1 - 3 Months

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

  • Decisiones Financieras: Pontificia Universidad Católica de Chile
  • The Role of Global Capital Markets: The University of Melbourne
  • Human Resources Management and GenAI: Coursera
  • Accounting 2: University of Lausanne
  • Understanding Obesity: The University of Edinburgh
  • Trading Algorithms: Indian School of Business
  • Effective Compliance Programs: University of Pennsylvania
  • Investments I: Fundamentals of Performance Evaluation: University of Illinois Urbana-Champaign
  • Inventory Analytics: Rutgers the State University of New Jersey
  • Philosophy and the Sciences: Introduction to the Philosophy of Cognitive Sciences: The University of Edinburgh

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