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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


  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Accounting Fundamentals

    Skills you'll gain: Income Statement, Financial Statements, Accounting, Balance Sheet, Financial Reporting, Bookkeeping, Financial Modeling, Cash Flows, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    79 reviews

    Beginner · Course · 1 - 3 Months

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    E

    Erasmus University Rotterdam

    Principles of Sustainable Finance

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Business, Stakeholder Engagement, Sustainable Development, Corporate Sustainability, Risk Management, Climate Change Adaptation, Climate Change Mitigation, Sustainability Reporting, Finance, Asset Management, Banking

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.9K reviews

    Intermediate · Course · 1 - 3 Months

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    U

    University of Virginia

    Grow to Greatness: Smart Growth for Private Businesses, Part I

    Skills you'll gain: Growth Strategies, Business Planning, Business Strategy, Business Development, Strategic Thinking, Business Priorities, Entrepreneurship, Business Process, Planning, Value Propositions, Market Opportunities, Innovation, Business Intelligence, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    660 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    L

    LearnKartS

    PMP Exam Preparation

    Skills you'll gain: Kanban Principles, Lean Methodologies, Resource Management, Project Controls, Risk Management, Project Management Office (PMO), Project Planning, Organizational Change, Communication Planning, Organizational Structure, Governance, Project Portfolio Management, Scaled Agile Framework, Project Performance, Team Performance Management, Team Management, Stakeholder Management, Management Reporting, Communication, Quality Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    437 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
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    C

    Coursera

    Agentic AI Content for Practitioners (Teams: HR)

    Skills you'll gain: AI Enablement, Business Process Automation, Digital Transformation, Employee Engagement, Recruitment

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    P

    Princeton University

    Bitcoin and Cryptocurrency Technologies

    Skills you'll gain: Blockchain, Cryptography, Encryption, Payment Systems, FinTech, Key Management, Application Security, Digital Assets, Network Protocols, Transaction Processing, Data Storage, Distributed Computing, Emerging Technologies, Scripting, Financial Regulation, Market Dynamics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.1K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Adaptability and Resiliency

    Skills you'll gain: Adaptability, Resilience, Personal Attributes, Professional Development, Action Oriented, Overcoming Obstacles, Self-Awareness, Cognitive flexibility, Growth Mindedness, Personal Development, Relationship Building, Plan Execution, Composure, Productivity, Planning, Behavioral Management, Positivity, Optimism

    4.7
    Rating, 4.7 out of 5 stars
    ·
    771 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Learn English: Advanced Academic Speaking and Listening

    Skills you'll gain: Verbal Communication Skills, Presentations, Public Speaking, Discussion Facilitation, Non-Verbal Communication, Oral Comprehension, English Language, Peer Review, Active Listening, Communication, Social Skills, Constructive Feedback, Interpersonal Communications, Persuasive Communication, Driving engagement, Student Engagement, Collaboration, Planning, Critical Thinking, Vocabulary

    4.5
    Rating, 4.5 out of 5 stars
    ·
    1.4K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    Y

    Yale University

    Connected Leadership

    Skills you'll gain: Systems Thinking, Strategic Leadership, Leadership, Team Leadership, Team Building, Team Management, Leadership and Management, Visionary, Time Management, Prioritization, Planning, Emotional Intelligence, Personal Development, Self-Awareness, Goal Setting, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    772 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Columbia University

    Optimization Methods in Asset Management

    Skills you'll gain: Portfolio Management, Investment Management, Asset Management, Estimation, Market Liquidity, Risk Management, Financial Market, Financial Modeling, Equities, Securities Trading, Market Dynamics, Financial Analysis, Statistical Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    43 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Human Resource Management: Corporate Fundamentals

    Skills you'll gain: Human Capital, Human Resources, Employee Performance Management, Performance Management, Human Resource Strategy, Human Resources Management and Planning, Talent Management, Workforce Planning, Talent Acquisition, Performance Appraisal, Talent Recruitment, Workforce Development, Labor Relations, Compensation and Benefits, Organizational Strategy, Succession Planning, Workforce Management, Employee Retention, Case Studies, Corporate Strategy

    Beginner · Specialization · 1 - 3 Months

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

    LearnKartS

    Cloud Network Security & Operations

    Skills you'll gain: Cloud Security, Security Information and Event Management (SIEM), Business Continuity Planning, System Monitoring, Network Security, Continuous Monitoring, Disaster Recovery, Incident Response, Cloud Computing, Zero Trust Network Access, Data Security, Firewall, Virtual Private Networks (VPN), Service Level Agreement, Vulnerability Management, Patch Management, Clinical Monitoring, Threat Detection, Configuration Management, Automation

    Intermediate · Course · 1 - 4 Weeks

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

  • Accounting Fundamentals: Corporate Finance Institute
  • Principles of Sustainable Finance : Erasmus University Rotterdam
  • Grow to Greatness: Smart Growth for Private Businesses, Part I: University of Virginia
  • PMP Exam Preparation: LearnKartS
  • Agentic AI Content for Practitioners (Teams: HR): Coursera
  • Bitcoin and Cryptocurrency Technologies: Princeton University
  • Adaptability and Resiliency: University of California, Davis
  • Learn English: Advanced Academic Speaking and Listening: University of California, Irvine
  • Connected Leadership: Yale University
  • Optimization Methods in Asset Management: Columbia University

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