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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


  • D

    Duke University

    Business Impact

    Skills you'll gain: Financial Acumen, Financial Analysis, Operational Efficiency, Business Acumen, Business, Finance, Business Strategies, Business Metrics, Financial Management, Business Strategy, Strategic Decision-Making, Performance Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    61 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Financial Analysis, Asset Management, Business Valuation, Market Dynamics, Quantitative Research

    4.4
    Rating, 4.4 out of 5 stars
    ·
    150 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Money, Wealth, and Happiness

    Skills you'll gain: Case Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Management, Cost Management, Budgeting, Financial Analysis, Cost Accounting, Operational Analysis, Performance Management, Key Performance Indicators (KPIs), Data Analysis, Planning, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    110 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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 Acumen, Financial Reporting, Forecasting, Financial Analysis, Financial Modeling, Analysis, Generally Accepted Accounting Principles (GAAP), Finance

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of California, Irvine

    Fundamentals of Finance

    Skills you'll gain: Cash Flow Forecasting, Banking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    214 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Michigan

    Foundational Finance for Strategic Decision Making

    Skills you'll gain: Financial Modeling, Market Data, Financial Analysis, Cash Flows, Loans, Financial Statements, Finance, Portfolio Risk, Risk Management, General Finance, Portfolio Management, Business Valuation, Corporate Finance, Capital Budgeting, Securities (Finance), Mortgage Loans, Risk Analysis, Excel Formulas, Equities, Investments

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.3K reviews

    Beginner · Specialization · 3 - 6 Months

  • D

    Duke University

    Financial Risk Management with R

    Skills you'll gain: Portfolio Risk, Financial Market, Risk Management, Risk Analysis, Financial Trading, Probability Distribution, R (Software), Financial Data, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Time Series Analysis and Forecasting, Estimation, Statistical Modeling, Simulation and Simulation Software

    4.3
    Rating, 4.3 out of 5 stars
    ·
    257 reviews

    Intermediate · Course · 1 - 4 Weeks

  • D

    Duke University

    Investment Evaluation

    Skills you'll gain: Financial Acumen, Capital Budgeting, Financial Analysis, Financial Forecasting, Cash Flows, Cost Benefit Analysis, Return On Investment, Investments, Risk Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    45 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    SoFi

    Saving Money for the Future

    Skills you'll gain: Financial Planning, Goal Setting, Finance, Budgeting, Estate Planning, Investments, Prioritization, Higher Education

    4.5
    Rating, 4.5 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 4 Weeks

  • S

    Starweaver

    Personal Investing for Working Professionals

    Skills you'll gain: Portfolio Management, Investment Management, Investments, Tax Planning, Wealth Management, Income Tax, Risk Management, Financial Planning, Goal Setting, Equities, Financial Analysis, Decision Making, Planning

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Alternative Investments As We Age: Building Wealth

    Skills you'll gain: Wealth Management, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, Portfolio Management, Asset Management, Behavioral Economics, Investment Management, Private Equity, Real Estate, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

1…678…450

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

  • Business Impact: Duke University
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Money, Wealth, and Happiness: University of Illinois Urbana-Champaign
  • Financial Analysis of Scenarios and Decisions: University of Illinois Urbana-Champaign
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Fundamentals of Finance: University of California, Irvine
  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Financial Risk Management with R: Duke University
  • Investment Evaluation: Duke University
  • Saving Money for the Future: SoFi

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