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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
    Free
    A

    Amazon Web Services

    Planning a Generative AI Project

    Skills you'll gain: Generative AI, AI Product Strategy, AI Enablement, Risking, Communication

    4.5
    Rating, 4.5 out of 5 stars
    ·
    156 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Edureka

    Financial Automation with Generative AI

    Skills you'll gain: Responsible AI, Data Ethics, Data Governance, Workflow Management, No-Code Development, Financial Data, Accounting and Finance Software, Artificial Intelligence, Financial Management, Generative AI, Automation, Financial Forecasting, Financial Regulation, Finance, Financial Reporting, Data Management, Financial Analysis, Accounting, Strategic Decision-Making, Securities (Finance)

    Advanced · Course · 1 - 4 Weeks

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

    Coursera

    Financial Statements: Compile & Classify Accounts

    Skills you'll gain: Income Statement, General Ledger, General Accounting, Financial Reporting, Ledgers (Accounting), QuickBooks (Accounting Software), Financial Statements, Excel Formulas, Balance Sheet, Financial Accounting, Accounting Records, Accounting, Spreadsheet Software, Microsoft Excel

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Collegiate Esports and Career Planning

    Skills you'll gain: Workforce Development, Higher Education, Academic Advising, Relationship Building, Market Dynamics, Research, Student Engagement, Discussion Facilitation, Analysis, Diversity and Inclusion, Decision Making

    4.5
    Rating, 4.5 out of 5 stars
    ·
    54 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    J

    Johns Hopkins University

    Leadership in Action and Planning

    Skills you'll gain: Strategic Leadership, Strategic Planning, Leadership, Business Planning, Organizational Change, Business Strategy, Planning, Strategic Decision-Making, Collaboration, Organizational Leadership, Change Management, Relationship Building, Influencing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    15 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Planning, Management, and Compliance

    Skills you'll gain: Cloud Security, Record Keeping, Cyber Security Policies, Security Management, Data Management, Records Management, Cloud Computing Architecture, Data Security, General Data Protection Regulation (GDPR), Cloud Computing, Data Governance, Personally Identifiable Information, Information Privacy, Threat Detection, Microsoft Azure, Cloud Platforms, Security Controls, Threat Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Understanding Financial Statements: Company Position

    Skills you'll gain: Balance Sheet, Financial Statements, Financial Statement Analysis, Financial Reporting, Financial Accounting, Accounting, Equities, Asset Management, Accounts Receivable, Accounts Payable

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.4K reviews

    Beginner · Course · 1 - 4 Weeks

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

    Creo Incubator

    Entrepreneurship: Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Business Strategy, Entrepreneurship, Financial Forecasting, Business Planning, Business Valuation, Fundraising, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Presentations, Accounting, Investments, Business Metrics, Competitive Analysis, Value Propositions, Market Analysis

    Advanced · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    الثقافة المالية | Financial Literacy

    Skills you'll gain: Cash Flows, Loans, Deposit Accounts, Financial Planning, Fraud detection, Banking Services, Budgeting, Financial Acumen, Financial Management, Personal Development, Banking, Expense Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    163 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Digital Marketing Institute

    Planning a Digital Marketing Strategy

    Skills you'll gain: Marketing Budgets, Data-Driven Decision-Making, Digital Marketing, Social Media Marketing, Marketing Channel, Data Ethics, Customer experience strategy (CX), Digital Media Strategy, Customer Analysis, Customer experience improvement, Cross-Channel Marketing, Marketing Automation, Marketing Strategy and Techniques, Strategic Marketing, Social Media Strategy, Digital Advertising, Business Analytics, Marketing Planning, Marketing Analytics, Strategic Thinking

    4.6
    Rating, 4.6 out of 5 stars
    ·
    10 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financial Management for Churches

    Skills you'll gain: Financial Reporting, Accounting, Budgeting, Financial Statements, Financial Analysis, Financial Management, Financial Planning, Asset Management, Tax, Investment Management, Tax Compliance, Ethical Standards And Conduct, Fundraising

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Disaster Recovery Planning for Organizations

    Skills you'll gain: Disaster Recovery, Business Continuity Planning, Contingency Planning, Business Risk Management, Data Loss Prevention, Risk Analysis, General Data Protection Regulation (GDPR), Personally Identifiable Information, Standard Operating Procedure, Incident Response, Threat Management, Compliance Management, Program Development, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Planning a Generative AI Project: Amazon Web Services
  • Financial Automation with Generative AI: Edureka
  • Financial Statements: Compile & Classify Accounts: Coursera
  • Collegiate Esports and Career Planning: University of California, Irvine
  • Leadership in Action and Planning: Johns Hopkins University
  • Cybersecurity Planning, Management, and Compliance: Microsoft
  • Understanding Financial Statements: Company Position: University of Illinois Urbana-Champaign
  • Entrepreneurship: Financial Literacy & Fundraising Readiness: Creo Incubator
  • الثقافة المالية | Financial Literacy: Alfaisal University | KLD
  • Planning a Digital Marketing Strategy: Digital Marketing Institute

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