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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


  • C

    Coursera

    Investment Risk Management

    Skills you'll gain: Portfolio Risk, Investment Management, Risk Management, Financial Analysis, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment, Statistics

    4.3
    Rating, 4.3 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    E

    Emory University

    Mastering Business Essentials: Finance

    Skills you'll gain: Finance, Corporate Finance, Business Valuation, Return On Investment, Financial Planning, Financial Management, Capital Budgeting, Financial Analysis, Cash Flows, Financial Services, Wealth Management, Investment Management, Financial Modeling, Investments, Risk Analysis, Portfolio Management, Accounting

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Business Foundations: Organizations, Planning, Finance

    Skills you'll gain: Team Performance Management, Business Planning, Resource Management, Business Acumen, Organizational Effectiveness, Strategic Thinking, Business Strategy, Financial Management, Strategic Decision-Making, Organizational Change, Team Leadership, Financial Analysis, Financial Statements, Budgeting

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    E

    Emory University

    Finance for Non-Financial Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Income Statement, Balance Sheet, Finance, Risk Management, Financial Management, Microsoft Excel, Investment Management, Accounting, Return On Investment, Cash Flows

    4.4
    Rating, 4.4 out of 5 stars
    ·
    472 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Generative AI, Financial Management, Market Intelligence, Data-Driven Decision-Making, AI Enablement, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    4
    Rating, 4 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    S.P. Jain Institute of Management and Research

    Finance for Decision-Making

    Skills you'll gain: Financial Statement Analysis, Financial Modeling, Income Statement, Investment Management, Balance Sheet, Decision Making, Personal Development, Stress Management, Critical Thinking, Mindfulness

    Intermediate · Course · 1 - 3 Months

  • C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Program Management, Project Planning, Project Management Software, Innovation, Budget Management, Financial Planning, Diagram Design, Process Flow Diagrams, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    S

    SoFi

    Saving Money for the Future

    Skills you'll gain: Safety and Security, Financial Planning, Goal Setting, Budgeting, Investments, Higher Education, Mortgage Loans

    4.5
    Rating, 4.5 out of 5 stars
    ·
    37 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Applying Investment Decision Rules for Startups

    Skills you'll gain: Capital Budgeting, Financial Analysis, Cost Benefit Analysis, Return On Investment, Investment Management, Financial Modeling, Cash Flows, Project Finance, Project Estimation, Depreciation, Decision Making, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

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

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Risk Management, Wealth Management, Financial Planning, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Case Studies, Innovation

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Building Financial Models for Entrepreneurs

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Financial Forecasting, Capital Budgeting, Entrepreneurship, Cash Flow Forecasting, Financial Data, Financial Analysis, Business Modeling, Finance, Negotiation, Investments, Microsoft Excel

    5
    Rating, 5 out of 5 stars
    ·
    8 reviews

    Beginner · Course · 1 - 4 Weeks

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1…789…403

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

  • Investment Risk Management: Coursera
  • Mastering Business Essentials: Finance: Emory University
  • Business Foundations: Organizations, Planning, Finance: Coursera
  • Finance for Non-Financial Managers: Emory University
  • GenAI for Financial Forecasting and Planning: Coursera
  • Finance for Decision-Making: S.P. Jain Institute of Management and Research
  • Program Financial Planning with ClickUp: Coursera
  • Saving Money for the Future: SoFi
  • Applying Investment Decision Rules for Startups: Yonsei University
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign

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