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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


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    Workday

    Workday Financial Management for Business Users

    Skills you'll gain: People Analytics, Accounts Payable and Receivable, Workday (Software), Accounting Software, Data Analysis Software, Financial Data, Dashboard, General Ledger, Accounting, Data Import/Export, Workflow Management, Management Reporting, Workforce Planning, Business Reporting, Business Process, Data Visualization, Finance

    Beginner · Course · 1 - 4 Weeks

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    EDUCBA

    Financial Modeling in Mining: Analyze & Evaluate

    Skills you'll gain: Financial Modeling, Balance Sheet, Financial Statement Analysis, Financial Statements, Revenue Forecasting, Depreciation, Capital Expenditure, Financial Analysis, Financial Forecasting, Business Valuation, International Finance, Working Capital, Business Metrics, Equities, Cash Flows, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
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    10 reviews

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Financial Analysis & Tax Accounting: Apply & Evaluate

    Skills you'll gain: Working Capital, Balance Sheet, Income Statement, Financial Reporting, Case Studies, Operational Efficiency, Return On Investment, Corporate Tax

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Packt

    Planning & Control with Oracle Primavera PPM Professional

    Skills you'll gain: Earned Value Management, Project Controls, Project Planning, Project Management Software, Cost Management, Budget Management, Performance Reporting, Process Improvement and Optimization, Configuration Management, Dashboard, System Configuration, Data Import/Export, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
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    103 reviews

    Beginner · Specialization · 3 - 6 Months

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    EDUCBA

    Master Financial Modeling in Islamic Banking

    Skills you'll gain: Financial Statement Analysis, Financial Accounting, Financial Analysis, Balance Sheet, Financial Modeling, Income Statement, Business Valuation, Financial Forecasting, Investment Banking, Cash Flows, Regulatory Compliance, Banking, Finance, Retail Banking, Ethical Standards And Conduct

    Mixed · Course · 1 - 4 Weeks

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    EDUCBA

    Apple Inc Financial Modeling: Analyze & Forecast

    Skills you'll gain: Working Capital, Income Statement, Balance Sheet, Capital Expenditure, Business Valuation, Accounts Receivable, Cash Flows, Risk Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: Free
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    École Polytechnique Fédérale de Lausanne

    Planning & Design of Sanitation Systems and Technologies

    Skills you'll gain: Sanitation, Public Works, Environmental Engineering, Water Resource Management, Civil Engineering, Environmental Science, Sustainable Systems, Systems Thinking, Sustainable Technologies, Case Studies, Community Development, Governance, Data Collection

    4.8
    Rating, 4.8 out of 5 stars
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    1.2K reviews

    Intermediate · Course · 1 - 3 Months

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    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Gap Analysis, Goal Setting, Consultative Approaches, Coaching, Action Oriented, Community Outreach, Rapport Building, Case Management, Critical Thinking, Overcoming Obstacles, Relationship Building, Strategic Partnership

    4.6
    Rating, 4.6 out of 5 stars
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    80 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Scope Management, Project Schedules, Work Breakdown Structure, Timelines, Organizational Skills, Organizational Structure, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
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    107 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Vanderbilt University

    ChatGPT for Project Management: Insight, Planning, & Success

    Skills you'll gain: Large Language Modeling, Project Planning, ChatGPT, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Prompt Engineering, Key Performance Indicators (KPIs), Smart Goals, Work Breakdown Structure, Generative AI, Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    71 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Rice University

    Best Practices in Planning DE&I Interventions

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Diversity Training, Human Resource Strategy, Strategic Planning, Employee Retention, Diversity and Inclusion, Human Resources, Workplace inclusivity, Recruitment Strategies, Workforce Development, Organizational Effectiveness, Talent Acquisition, Organizational Change

    4.8
    Rating, 4.8 out of 5 stars
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    61 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    The University of Melbourne

    The Language and Tools of Financial Analysis

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Accounting, Balance Sheet, Income Statement, Financial Reporting, Corporate Finance, Cash Flows, Accrual Accounting, Risk Analysis, Governance

    4.7
    Rating, 4.7 out of 5 stars
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    1.4K reviews

    Mixed · Course · 1 - 4 Weeks

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

  • Workday Financial Management for Business Users: Workday
  • Financial Modeling in Mining: Analyze & Evaluate: EDUCBA
  • Financial Analysis & Tax Accounting: Apply & Evaluate: EDUCBA
  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • Master Financial Modeling in Islamic Banking: EDUCBA
  • Apple Inc Financial Modeling: Analyze & Forecast: EDUCBA
  • Planning & Design of Sanitation Systems and Technologies: École Polytechnique Fédérale de Lausanne
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International
  • Project Management: Life cycle and project planning: Politecnico di Milano
  • ChatGPT for Project Management: Insight, Planning, & Success: Vanderbilt University

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