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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 Michigan

    Foundational Finance for Strategic Decision Making

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

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

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Market, General Finance, Economics, Psychology, Probability & Statistics, Risk Analysis

    4.4
    Rating, 4.4 out of 5 stars
    ·
    4.6K reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Advanced Financial Analysis & Decision Making

    Skills you'll gain: Capital Budgeting, Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Enterprise Risk Management (ERM), Corporate Finance, Risk Analysis, Financial Management, Business Risk Management, Business Ethics, Internal Controls, Cost Benefit Analysis, Portfolio Management, Risk Modeling, Risk Management, Balance Sheet, Profit and Loss (P&L) Management, Decision Making, Business

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Foundations of Strategic Planning for Public & Nonprofits

    Skills you'll gain: Strategic Planning, Organizational Strategy, Case Studies, Business Planning, Stakeholder Engagement, Resource Allocation, Stakeholder Management, Resource Management, Strategic Leadership, Resource Planning, Stakeholder Analysis, Leadership and Management, Strategic Thinking, Systems Thinking, Mitigation, Non-Profit Accounting, Strategic Decision-Making, Organizational Change, Public Administration, Leadership Development

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    ULIP Investment and Insurance Planning

    Skills you'll gain: Wealth Management, Financial Planning, Market Data, Financial Services, Insurance, Financial Analysis, Insurance Policies, Portfolio Management, Investment Management, Financial Market, General Finance, Investments, Market Analysis, Asset Management, Equities, Performance Analysis, Insurance and Warranty Claims Processing, Return On Investment, Risk Management, Strategic Decision-Making

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
    Free
    C

    Coursera

    Program Financial Planning with ClickUp

    Skills you'll gain: Project Finance, Program Management, Program Development, Project Planning, Project Management Software, Innovation, Finance, Financial Planning, Business Modeling, Diagram Design, Agile Methodology, Strategic Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    12 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    I

    Indian School of Business

    Basic Financial Literacy

    Skills you'll gain: Loans, Financial Planning, General Finance, Wealth Management, Financial Management, Budget Management, Budgeting, Tax, Financial Acumen, Tax Planning, Investments, Tax Management, Financial Market, Investment Management, Income Tax, Risk Management, Equities, Risk Analysis, Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Mutual Fund Investment and Portfolio Strategies

    Skills you'll gain: Portfolio Management, Investment Management, Investments, Business Valuation, Financial Analysis, Wealth Management, Tax Planning, Portfolio Risk, Financial Regulations, Asset Management, Tax, Financial Regulation, Financial Market, Equities, Financial Planning, Capital Markets, Credit Risk, Securities Trading, Market Liquidity

    Mixed · Course · 1 - 3 Months

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

    Coursera

    Analysis, Budgeting, and Risk Management

    Skills you'll gain: Risk Modeling, Risk Management Framework, Financial Modeling, Budgeting, Risk Analysis, Capital Budgeting, Risk Management, Portfolio Risk, Financial Analysis, Capital Expenditure, Portfolio Management, Key Performance Indicators (KPIs), Operating Budget, Investments, Asset Management, Return On Investment, Smart Goals, Financial Forecasting, Performance Measurement, Equities

    Intermediate · Course · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    J

    John Wiley & Sons

    Performance Management and Strategic Planning in Finance

    Skills you'll gain: Dashboard, Business Planning, Performance Measurement, Financial Management, Performance Metric, Business Strategies, Budgeting, Financial Forecasting, Performance Management, Strategic Leadership, Business Metrics, Strategic Planning, Forecasting, Market Analysis, Business Administration, Microsoft Excel, Strategic Decision-Making, Benchmarking, Innovation

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Wealth Management, Risk Management Framework, Financial Planning, Risk Mitigation, Economics, Risk Analysis, Finance, Human Capital, Case Studies

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Investment Portfolio Management Strategies

    Skills you'll gain: Portfolio Management, Wealth Management, Investment Management, Portfolio Risk, Financial Analysis, Cash Flows, Risk Management, Investments, Financial Planning, Financial Statements, Financial Services, Asset Management, Financial Management, Equities, Risk Mitigation, Insurance, Transaction Processing, Financial Systems, Insurance Policies

    Mixed · Course · 1 - 3 Months

1…678…620

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

  • Foundational Finance for Strategic Decision Making: University of Michigan
  • Behavioral Finance: Duke University
  • Advanced Financial Analysis & Decision Making: EDUCBA
  • Foundations of Strategic Planning for Public & Nonprofits: John Wiley & Sons
  • ULIP Investment and Insurance Planning: EDUCBA
  • Program Financial Planning with ClickUp: Coursera
  • Basic Financial Literacy: Indian School of Business
  • Mutual Fund Investment and Portfolio Strategies: EDUCBA
  • Analysis, Budgeting, and Risk Management: Coursera
  • Performance Management and Strategic Planning in Finance: John Wiley & Sons

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