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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.


More to explore:

Popular Financial Planning Courses and Certifications


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

    Coursera

    Identify, Document, and Escalate Supplier Risks

    Skills you'll gain: Supplier Management, Operational Risk, Supplier Performance Management, Supplier Relationship Management, Supply Management, Risk Management, Procurement, Business Risk Management, Risk Analysis, Strategic Sourcing, Report Writing, Failure Analysis, Issue Tracking, Quality Assessment, Product Quality (QA/QC), Talent Sourcing, Financial Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Auditing I: Conceptual Foundations of Auditing

    Skills you'll gain: Financial Auditing, Auditing, Generally Accepted Auditing Standards, Auditors Report, External Auditing, Certified Public Accountant, Audit Planning, Quality Assurance and Control, Ethical Standards And Conduct, Financial Statements, Financial Reporting, Risk Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    710 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rutgers the State University of New Jersey

    Supply Chain Logistics

    Skills you'll gain: Warehouse Management, Inventory and Warehousing, Inventory Management System, Transportation, Supply Chain, and Logistics, Logistics, Transportation Operations, Supply Chain Management, Supply Chain, Customer Service, Operating Cost

    4.7
    Rating, 4.7 out of 5 stars
    ·
    12K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    L

    Logical Operations

    Project Management: Managing Uncertainty and Risks

    Skills you'll gain: Risk Analysis, Project Risk Management, User Story, Communication Planning, Sprint Planning, Agile Project Management, Change Control, Project Management, Project Planning, Backlogs, Release Management, Stakeholder Communications, Team Leadership, Leadership, Microsoft Excel, Leadership Development, Microsoft Word, Microsoft Office

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    N

    Northeastern University

    Economic Decision Making Part 1

    Skills you'll gain: Cash Flows, Cost Benefit Analysis, Financial Analysis, Risk Management, Business Risk Management, Risk Analysis, Return On Investment, Financial Modeling, Decision Making, Strategic Decision-Making, Capital Budgeting, Investments, Microsoft Excel

    Mixed · Course · 1 - 3 Months

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

    Coursera

    Budgeting: Analyze & Control Costs

    Skills you'll gain: Budget Management, Budgeting, Cost Control, Variance Analysis, Operating Budget, Cost Accounting, Cost Estimation, Expense Management, Microsoft Excel, Microsoft Copilot, Financial Planning, Prompt Engineering, Data Storytelling, ChatGPT, Root Cause Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    Cryptocurrency & Bitcoin Investing And Trading For Beginners

    Skills you'll gain: Investments, Portfolio Management, Digital Assets, Return On Investment, Asset Management, Financial Trading, Risk Management, Financial Market, Blockchain, Market Trend, FinTech

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Washington

    Business English Communication Skills

    Skills you'll gain: Negotiation, Proposal Writing, Presentations, Sales Presentation, Verbal Communication Skills, Persuasive Communication, Event Planning, Peer Review, Business Communication, Business Writing, Taking Meeting Minutes, Public Speaking, Business Planning, Microsoft PowerPoint, Meeting Facilitation, Business Correspondence, Professional Networking, Data Visualization, English Language, Setting Appointments

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.9K reviews

    Intermediate · Specialization · 3 - 6 Months

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

    Coursera

    CRM, Project Management & Omnichannel Strategy

    Skills you'll gain: Customer Retention, Brand Awareness, Planning, Brainstorming, User Feedback, Timelines, Stakeholder Communications, Cross-Functional Team Leadership, Team Performance Management, Business Planning, Meeting Facilitation, HubSpot CRM, Customer Relationship Management (CRM) Software, Customer experience strategy (CX), Team Leadership, Project Planning, Looker (Software), Dashboard, Kanban Principles, Marketing

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Analyze and Apply Credit Rating Processes and Models

    Skills you'll gain: Credit Risk, Lending and Underwriting, Commercial Lending, Financial Statement Analysis, Financial Analysis, Consumer Lending, Risk Modeling, General Lending, Loan Origination, Risk Analysis, Cash Flows, Balance Sheet, Financial Acumen, Risk Management, Portfolio Management, Working Capital, Benchmarking

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Automate, Analyze, and Evaluate Accounting with AI

    Skills you'll gain: Fraud detection, Accounting Software, Financial Auditing, Data-Driven Decision-Making, Reconciliation, Business Workflow Analysis, Operational Analysis, Artificial Intelligence, Transaction Processing, Process Analysis

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze and Apply Cost & Performance Management Concepts

    Skills you'll gain: Management Accounting, Forecasting, Cost Accounting, Budget Management, Budgeting, Performance Measurement, Variance Analysis, Internal Controls, Performance Management, Cost Control, Cost Management, Operating Budget, Management Reporting, Profit and Loss (P&L) Management, Resource Allocation, Cost Estimation, Financial Controls, Risk Management, Financial Analysis, Customer Analysis

    Beginner · Course · 1 - 3 Months

1…444546…438

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

  • Identify, Document, and Escalate Supplier Risks: Coursera
  • Auditing I: Conceptual Foundations of Auditing: University of Illinois Urbana-Champaign
  • Supply Chain Logistics: Rutgers the State University of New Jersey
  • Project Management: Managing Uncertainty and Risks: Logical Operations
  • Economic Decision Making Part 1: Northeastern University
  • Budgeting: Analyze & Control Costs: Coursera
  • Cryptocurrency & Bitcoin Investing And Trading For Beginners: Alex Genadinik
  • Business English Communication Skills: University of Washington
  • CRM, Project Management & Omnichannel Strategy: Coursera
  • Analyze and Apply Credit Rating Processes and Models: EDUCBA

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