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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
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Excel Formulas, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, Financial Analysis, SQL, Data Import/Export

    4.7
    Rating, 4.7 out of 5 stars
    ·
    44 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Generative AI in Project Planning Training

    Skills you'll gain: Risk Analysis, Risk Management, AI literacy, Risk Mitigation, Agile Methodology, AI Workflows, LLM Application, Project Performance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Planning & Control with Oracle Primavera PPM Professional

    Skills you'll gain: Earned Value Management, Project Controls, Project Planning, Project Performance, Project Management Software, Cost Management, Project Portfolio Management, Budget Management, Performance Reporting, Expense Management, Process Improvement and Optimization, Report Writing, Administration, System Configuration, Dependency Analysis, Data Visualization, User Accounts, Data Import/Export, Database Administration

    4.7
    Rating, 4.7 out of 5 stars
    ·
    117 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
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    S

    SkillsBooster Academy

    Fundamentals of Gen AI Financial Analysis

    Skills you'll gain: Responsible AI, Generative AI Agents, Generative AI, AI literacy, Financial Analysis, Financial Data, Financial Modeling, Financial Statement Analysis, Financial Forecasting, AI Workflows, Stakeholder Communications, Financial Trading, Financial Services, AI Enablement, Risk Analysis, AI Integrations, Financial Systems, LLM Application, Financial Regulation, Business Valuation

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
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    E

    EDUCBA

    Financial Instrument Disclosures and Risk Analysis

    Skills you'll gain: Hedge Accounting, Credit Risk, Risk Management Framework, Financial Statements, Financial Statement Analysis, Financial Reporting, Risk Analysis, Financial Analysis, International Financial Reporting Standards, Market Liquidity, Risk Management, Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Coordinating, Meeting Facilitation, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Financial Accounting and Capital Markets

    Skills you'll gain: Accrual Accounting, Accruals, Financial Accounting, Financial Modeling, Accounting, Equities, Finance, Financial Market, Capital Markets, Capital Expenditure, Financial Analysis, Financial Reporting, Sustainable Business, Corporate Sustainability, Depreciation, Securities (Finance), Financial Statements, Cash Flows, Loans, Strategic Decision-Making

    4.6
    Rating, 4.6 out of 5 stars
    ·
    11 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Financial Markets & Apply Investment Strategies

    Skills you'll gain: Investment Banking, Capital Markets, Financial Analysis, Statistics, Financial Management, Investment Management, Financial Market, Quantitative Research, Investments, Financial Acumen, Finance, Data Literacy, Banking, Analytical Skills, Statistical Methods, Communication Strategies, Probability & Statistics, Mergers & Acquisitions, Portfolio Management, Business

    4.8
    Rating, 4.8 out of 5 stars
    ·
    14 reviews

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Master Consolidated Financial Statements & Group Accounting

    Skills you'll gain: Consolidation, Intercompany Accounting, Corporate Accounting, Financial Reporting, Technical Accounting, Financial Accounting, Mergers & Acquisitions, Business Valuation, Financial Statement Analysis, Financial Statements, Tax Management, Income Statement, Equities

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Automated Financial Reporting

    Skills you'll gain: Prompt Engineering, Large Language Modeling, LLM Application, AI Integrations, Google Gemini, Gemini, Generative AI, Financial Reporting, Anomaly Detection, OpenAI, Auditors Report, Auditing, Business Process Automation, Financial Auditing, Data Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    31 reviews

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Financial Risk Management and Market Analysis

    Skills you'll gain: Derivatives, Enterprise Risk Management (ERM), Risk Management Framework, Financial Market, Risk Management, Futures Exchange, Risk Analysis, Financial Services, Financial Trading, Credit Risk, Operational Risk, Market Liquidity, Financial Analysis, Risk Mitigation, Correlation Analysis, Investment Management, Quantitative Research, Probability & Statistics, Market Dynamics, Probability

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Equity Research & Financial Modeling in Excel

    Skills you'll gain: Financial Statement Analysis, Cash Flows, Financial Modeling, Financial Statements, Revenue Forecasting, Financial Analysis, Cash Flow Forecasting, Equities, Income Statement, Private Equity, Financial Forecasting, Financial Accounting, Business Valuation, Balance Sheet, Market Dynamics, Financial Data, Excel Formulas, Market Analysis

    Mixed · Course · 1 - 3 Months

1…313233…562

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

  • Financial Statements in Power BI: Corporate Finance Institute
  • Generative AI in Project Planning Training: Simplilearn
  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • Fundamentals of Gen AI Financial Analysis: SkillsBooster Academy
  • Financial Instrument Disclosures and Risk Analysis: EDUCBA
  • Scrum Fundamentals and Industry Planning Techniques: Board Infinity
  • Financial Accounting and Capital Markets: University of Cambridge
  • Analyze Financial Markets & Apply Investment Strategies: EDUCBA
  • Master Consolidated Financial Statements & Group Accounting: EDUCBA
  • GenAI for Automated Financial Reporting: Coursera

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