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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: New
    New
    Status: Free Trial
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    U

    University of California, Davis

    Campaign Foundations & AI-Enhanced Planning

    Skills you'll gain: Persona Development, Smart Goals, Personalized Campaigns, Goal Setting, Campaign Management, Social Media Campaigns, Quality Assurance, AI Enablement, Generative AI Agents, Prompt Engineering, Marketing Materials, Marketing Planning, Branding, Target Audience, Generative AI, Marketing Effectiveness, Marketing, Content Strategy, Social Media Strategy, Social Media Content

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
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    E

    EDUCBA

    Movie Budgeting and Production Planning

    Skills you'll gain: Video Production, Budgeting, Budget Management, Media Production, Photo/Video Production and Technology, Production Planning, Post-Production, Cinematography, Project Finance, Production Management, Intellectual Property, Coordinating, Video Editing, Storytelling, Workflow Management, Coordination, Editing

    Mixed · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Financial Reporting Capstone

    Skills you'll gain: Accrual Accounting, Accruals, Financial Reporting, Financial Accounting, Financial Statements, Financial Statement Analysis, Peer Review, Accounting, Balance Sheet, Income Statement, Equities, Inventory Accounting, Investments

    3.5
    Rating, 3.5 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    S

    Sapienza University of Rome

    Macroeconomic Financial Accounts

    Skills you'll gain: Financial Systems, Financial Data, Financial Policy, Market Data, Financial Market, International Finance, Financial Accounting, Financial Regulation, Accounting, Banking, Economics, Financial Analysis, Balance Sheet, Spreadsheet Software, Cash Flows, Data Manipulation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    16 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    GTM Planning and Campaign Execution

    Skills you'll gain: Campaign Management, Digital Marketing Campaigns, Prompt Engineering, Google Ads, Campaign Planning, Advertising Campaigns, A/B Testing, Online Advertising, Digital Advertising, Keyword Research, Go To Market Strategy, Meta Ads Manager, Search Engine Marketing, Prompt Engineering Tools, Paid media, Performance marketing, Content Performance Analysis, Product Marketing, Marketing Analytics, Competitive Analysis

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    M

    Microsoft

    AI Strategy and Transformation Planning

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    M

    Madecraft

    Planning Your Next Career Move

    Skills you'll gain: Smart Goals, Goal Setting, Overcoming Obstacles, Decision Making, Self-Awareness, Accountability, Visionary, Personal Development, Accountability Frameworks, Professional Development, Follow Through, Prioritization, Honesty, Planning, Curiosity

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Financial Statement Applications

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Inventory Accounting, Generally Accepted Accounting Principles (GAAP), Income Statement, Financial Reporting, Cash Flows, Balance Sheet, Accounting, Financial Forecasting, Gross Profit, Working Capital, Accrual Accounting, Capital Expenditure, Trend Analysis

    Build toward a degree

    3.3
    Rating, 3.3 out of 5 stars
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    17 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Digital Marketing Institute

    Digital Channel Planning Strategy

    Skills you'll gain: Digital Marketing, Social Media Marketing, Marketing Channel, Social Media Campaigns, Digital Media Strategy, Digital Marketing Campaigns, Marketing Automation, Social Media Management, Social Media Content, Digital Marketing Tools, Marketing Strategy and Techniques, Digital Content, Social Media Strategy, Marketing Strategies, Digital Advertising, Social Media Analytics, Marketing, Content Marketing, Marketing Communications, Demand Generation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Finance & Quantitative Modeling for Analysts

    Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statement Analysis, Financial Statements, Financial Accounting, Business Modeling, Mathematical Modeling, Finance, Regression Analysis, Financial Modeling, Statistical Modeling, Income Statement, Spreadsheet Software, Predictive Modeling, Financial Forecasting, Microsoft Excel, Corporate Finance

    4.5
    Rating, 4.5 out of 5 stars
    ·
    17K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Project Planning and Scheduling Masterclass

    Skills you'll gain: Work Breakdown Structure, Earned Value Management, Resource Allocation, Project Schedules, Project Portfolio Management, Workflow Management, Project Controls, Project Management Software, Project Performance, Timelines, Resource Utilization, Process Optimization, Resource Planning, Scheduling, Resource Management, Productivity, Project Management, Portfolio Management, Dashboard, Analysis

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    Y

    Yale University

    The Global Financial Crisis

    Skills you'll gain: Crisis Management, Financial Policy, Mortgage Loans, Financial Regulation, Financial Systems, Policy Analysis, Research, and Development, Economics, Policy, and Social Studies, Financial Regulations, Public Policies, Crisis Intervention, Financial Services, General Finance, Credit Risk, Lending and Underwriting, Risk Management Framework, Financial Market, Consumer Lending, International Finance, Contingency Planning, Loans

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 3 - 6 Months

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

  • Campaign Foundations & AI-Enhanced Planning: University of California, Davis
  • Movie Budgeting and Production Planning: EDUCBA
  • Financial Reporting Capstone: University of Illinois Urbana-Champaign
  • Macroeconomic Financial Accounts: Sapienza University of Rome
  • GTM Planning and Campaign Execution: Coursera
  • AI Strategy and Transformation Planning: Microsoft
  • Planning Your Next Career Move: Madecraft
  • Financial Statement Applications: Illinois Tech
  • Digital Channel Planning Strategy: Digital Marketing Institute
  • Finance & Quantitative Modeling for Analysts: University of Pennsylvania

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