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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


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    Macquarie University

    Pitching, Marketing and Sales For Startups

    Skills you'll gain: Value Propositions, Entrepreneurship, Social Media Marketing, Sales, Storytelling, Social Media Strategy, Marketing Strategies, Data-Driven Decision-Making, Customer Insights, Presentations, Fundraising and Crowdsourcing, Market Opportunities, Business Development, Business Modeling, Public Speaking, Strategic Partnership, Professional Networking

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    Tally Education and Distribution Services Private Limited

    Fundamentals of Accounting and Reporting

    Skills you'll gain: Accounting, Financial Reporting, Bookkeeping, Accounting Software, Accounting Records, Financial Accounting, Financial Statements, General Ledger, Data Entry, Data Security, Banking, Data Management, Software Installation, Reconciliation

    4.6
    Rating, 4.6 out of 5 stars
    ·
    177 reviews

    Beginner · Course · 1 - 3 Months

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    EDUCBA

    Advanced SAS Programming, Macros & Reporting

    Skills you'll gain: Sampling (Statistics), Logistic Regression, SAS (Software), Predictive Analytics, Automation, Data Integration, Advanced Analytics, Debugging, Statistical Programming, SQL, Statistical Methods, Report Writing, Data Manipulation, Model Evaluation, Data Analysis, Statistical Reporting, Data Access, Microsoft Excel, Analysis, Finance

    Beginner · Specialization · 3 - 6 Months

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    Alex Genadinik

    ABM - Account Based Marketing To Get The Biggest 5% Clients

    Skills you'll gain: Lead Generation, Search Engine Optimization, Customer Acquisition Management, Account Strategy, Keyword Research, Outbound Calls, Sales Prospecting, Upselling, Web Analytics and SEO, B2B Sales, Sales Strategy, Marketing, Marketing Strategies, Content Marketing, Target Market, Content Creation

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Create a Project Management Tracker using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Project Management Software, Collaborative Software, Spreadsheet Software, Project Management, Productivity Software, Project Planning, Data Validation

    4.6
    Rating, 4.6 out of 5 stars
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    902 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
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    University of Cape Town

    Fintech Startups in Emerging Markets

    Skills you'll gain: Design Thinking, Entrepreneurship, Business Modeling, Blockchain, Solution Design, Cryptography, Financial Regulations, FinTech, Financial Regulation, Business Planning, Emerging Technologies, Financial Systems, Video Production, Business Strategies, Market Opportunities, Business Strategy, Mobile Banking, Banking, Machine Learning, Financial Data

    4.7
    Rating, 4.7 out of 5 stars
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    262 reviews

    Beginner · Specialization · 3 - 6 Months

  • C

    Coursera

    Introduction to Project Management

    Skills you'll gain: Timelines, Project Documentation, Team Management, Stakeholder Management, Project Management, Project Management Software, Project Schedules, Project Scoping, Work Breakdown Structure, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
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    2.2K reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Corporate Finance II: Financing Investments and Managing Risk

    Skills you'll gain: Credit Risk, Corporate Finance, Mergers & Acquisitions, Financial Management, Risk Management, Financial Market, Equities, Derivatives, Private Equity, Investment Banking, Cash Flows, Financial Analysis, Capital Budgeting, Governance

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    890 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Alex Genadinik

    Bitcoin And Cryptocurrency Investing, Trading, And Daily Use

    Skills you'll gain: Blockchain, FinTech, Wealth Management, Market Liquidity, Data Security, Payment Systems, Risk Management Framework, Digital Assets, Marketing Strategies, Lending and Underwriting, Cryptography, Security Testing, Financial Analysis, Investments, Key Management, Risk Management, Portfolio Management, Finance, Return On Investment, Entrepreneurial Finance

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Implement Strategic Plans: Analyze, Execute & Optimize

    Skills you'll gain: Organizational Effectiveness, Strategic Decision-Making, Operations Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    EDUCBA

    Master Securities Lending Accounting: Analyze & Apply

    Skills you'll gain: Securities (Finance), Legal Risk, Risk Analysis, Portfolio Risk, Technical Accounting, Investment Management, Accounting, Revenue Recognition, Law, Regulation, and Compliance, Income Statement, Profit and Loss (P&L) Management, Financial Accounting, Financial Reporting, Balance Sheet

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    Logical Operations

    Web Dev: Tables, Multimedia, and Styling

    Skills you'll gain: Hypertext Markup Language (HTML), HTML and CSS, Cascading Style Sheets (CSS), Web Content, Web Design and Development, Web Design, Web Development, Typography, Web Applications, Front-End Web Development, Web Servers, Embeddings, Web Development Tools, Software Development

    Mixed · Course · 1 - 4 Weeks

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

  • Pitching, Marketing and Sales For Startups: Macquarie University
  • Fundamentals of Accounting and Reporting: Tally Education and Distribution Services Private Limited
  • Advanced SAS Programming, Macros & Reporting: EDUCBA
  • ABM - Account Based Marketing To Get The Biggest 5% Clients: Alex Genadinik
  • Create a Project Management Tracker using Microsoft Excel: Coursera
  • Fintech Startups in Emerging Markets: University of Cape Town
  • Introduction to Project Management: Coursera
  • Corporate Finance II: Financing Investments and Managing Risk: University of Illinois Urbana-Champaign
  • Bitcoin And Cryptocurrency Investing, Trading, And Daily Use: Alex Genadinik
  • Implement Strategic Plans: Analyze, Execute & Optimize: EDUCBA

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