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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


  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    商务基础 (中文版)

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Operations Management, Return On Investment, Process Analysis, Financial Accounting, Business Operations, Operational Efficiency, Financial Reporting, Income Statement, Capital Budgeting, Marketing, Cash Flows, Finance, Production Process, Operational Analysis, Strategic Marketing, Marketing Strategies, Financial Modeling, Business Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    341 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Project Management Essentials: Lead Projects with Confidence

    Skills you'll gain: Scope Management, Project Scoping, Stakeholder Management, Project Management, Expectation Management, Project Estimation, Conflict Management, Resource Management, Team Leadership, Verbal Communication Skills, Communication, Project Planning, Change Orders, Work Breakdown Structure, Team Management, Agile Methodology

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    C

    Coursera

    TMMi Foundation Certification Prep Course

    Skills you'll gain: Test Planning, Software Quality Assurance, Software Testing, Quality Assurance, Process Improvement, Continuous Improvement Process, Technology Roadmaps, Quality Improvement, Key Performance Indicators (KPIs), Gap Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Balance Sheet and Business Cases

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Balance Sheet, Financial Acumen, Income Statement, Financial Analysis, Profit and Loss (P&L) Management, Business Modeling, Operational Analysis, Operational Efficiency

    4.9
    Rating, 4.9 out of 5 stars
    ·
    24 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Term-Structure and Credit Derivatives

    Skills you'll gain: Derivatives, Mortgage Loans, Securities (Finance), Credit Risk, Financial Modeling, Risk Modeling, Financial Market, Mathematical Modeling, Securities Trading, Applied Mathematics, Investment Banking, Microsoft Excel, Risk Analysis, Cash Flows, Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    63 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    Structure: Building the Frame for Business Growth

    Skills you'll gain: Financial Statements, Intellectual Property, Income Statement, Business Planning, Balance Sheet, Financial Modeling, Organizational Structure, Business Strategies, Team Management, Cash Flows, Regulation and Legal Compliance, Legal Risk, Recruitment Strategies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    158 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Universidad Nacional Autónoma de México

    Fundamentos Estratégicos Empresariales

    Skills you'll gain: Business Planning, ISO 9000 Series, Quality Management Systems, Strategic Marketing, Organizational Strategy, Marketing, Governance, Stakeholder Analysis, Working Capital, Corporate Strategy, Financial Statements, Marketing Planning, Operations Management, Financial Analysis, Organizational Structure, Accounts Receivable, Financial Data, Business Strategies, Market Analysis, Quality Management

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    H

    HRCI

    HRCI Human Resource Associate

    Skills you'll gain: Talent Acquisition, Training and Development, Compensation and Benefits, Training Programs, Recruitment, Employee Training, Full Cycle Recruitment, Job Analysis, Employee Performance Management, Compensation Management, Performance Appraisal, Job Evaluation, Developing Training Materials, Compensation Strategy, Performance Management, Human Resource Policies, Employee Relations, Occupational Safety And Health, Risk Management, Business Risk Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.1K reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Accounting Analysis I: Measurement and Disclosure of Assets

    Skills you'll gain: Inventory Accounting, Balance Sheet, Cash Management, Accounts Receivable, Financial Reporting, Depreciation, Financial Accounting, International Financial Reporting Standards, Generally Accepted Accounting Principles (GAAP), Accounting, Fixed Asset, Financial Statement Analysis, Ledgers (Accounting), Inventory Control, Asset Management, Investments, Internal Controls

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    231 reviews

    Intermediate · Course · 1 - 3 Months

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

    LearnQuest

    Growth Strategies and Career Readiness in Tech Sales

    Skills you'll gain: Selling Techniques, Upselling, Technical Sales, Sales, Cross Selling, LinkedIn, Business Ethics, Sales Strategy, digital literacy, Professional Networking, Automation, Goal Setting, Compliance Management, Customer Retention

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    Unilever

    Unilever Supply Chain Data Analyst

    Skills you'll gain: Data Governance, Descriptive Analytics, Data Storytelling, Supply Chain, Supply Chain Management, Demand Planning, Presentations, Data Visualization, Supply Chain Systems, Supply Chain Planning, Transportation, Supply Chain, and Logistics, Process Improvement, Data Management, Data Lakes, Predictive Analytics, Forecasting, Data Analysis, Data Analysis Software, Real Time Data, Problem Solving

    4.7
    Rating, 4.7 out of 5 stars
    ·
    610 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: New
    New
    P

    Packt

    Technical Program Manager's Handbook: Mastering PM Skills

    Skills you'll gain: Technical Management, Program Management, Stakeholder Engagement, Leadership and Management, Stakeholder Management, Project Management, Technical Product Management, Risk Management, Initiative and Leadership, Technical Consulting, Professional Development, Generative AI, Drive Engagement, Communication Planning, Emotional Intelligence, Technical Communication, Project Planning, AI Enablement, Software Architecture, Technical Analysis

    Intermediate · Course · 3 - 6 Months

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

  • 商务基础 (中文版): University of Pennsylvania
  • Project Management Essentials: Lead Projects with Confidence: Packt
  • TMMi Foundation Certification Prep Course: Coursera
  • Balance Sheet and Business Cases: Duke University
  • Term-Structure and Credit Derivatives : Columbia University
  • Structure: Building the Frame for Business Growth: Michigan State University
  • Fundamentos Estratégicos Empresariales: Universidad Nacional Autónoma de México
  • HRCI Human Resource Associate: HRCI
  • Accounting Analysis I: Measurement and Disclosure of Assets: University of Illinois Urbana-Champaign
  • Growth Strategies and Career Readiness in Tech Sales: LearnQuest

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