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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 Maryland, College Park

    Sprint Planning for Faster Agile Team Delivery

    Skills you'll gain: Backlogs, Sprint Planning, Prioritization, Scope Management, Agile Project Management, Agile Methodology, Scheduling, Capacity Management, Project Management, Workflow Management, User Story, Team Management, Timelines

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Demand Planning in RStudio: Create Demand Forecast

    Skills you'll gain: Demand Planning, Customer Demand Planning, Supply Chain Planning, Production Planning, Forecasting, Time Series Analysis and Forecasting, Trend Analysis, Inventory Management System, Data Analysis, R Programming, Data Visualization, R (Software), Model Evaluation

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Financial Statements, SEC Filings and Ratio Analysis

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Reporting, Analysis, Balance Sheet, Financial Forecasting, Accounting, Income Statement, Trend Analysis, Critical Thinking, Business Valuation, Securities (Finance), Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
    ·
    24 reviews

    Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    PMI-ACP Exam Prep: Agile Foundations & Planning

    Skills you'll gain: Stakeholder Management, Agile Project Management, Stakeholder Engagement, Sprint Planning, Agile Methodology, Project Planning, Requirements Management, Release Management, Backlogs, Sprint Retrospectives, Project Scoping, Kanban Principles, User Story, Prioritization, Estimation

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Introduction to Financial Accounting: The Accounting Cycle

    Skills you'll gain: Ledgers (Accounting), Accounting Systems, Accounting, Month End Closing, Accounting Records, Bookkeeping, Financial Accounting, Financial Statements, General Accounting, General Ledger, Accrual Accounting, Standard Accounting Practices, Financial Reporting, Accruals, Income Statement, Balance Sheet, Revenue Recognition, Business Ethics, Ethical Standards And Conduct, Reconciliation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    734 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic Career Planning in Technology-Based Roles

    Skills you'll gain: Workforce Planning, Professional Networking, Computer Science, LinkedIn, Talent Sourcing, Technology Strategies, Recruitment, Adaptability, Information Technology, Branding, Continuous Improvement Process, Software Development, Communication

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Using AI & ChatGPT for Content: Research & Planning

    Skills you'll gain: Storytelling, Content Strategy, ChatGPT, Content Creation, Content Marketing, Target Audience, AI Personalization, Persona Development, User Research, Problem Solving, Writing and Editing, Brainstorming, Ideation

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Instagram Planning: Manage Content Like a Pro

    Skills you'll gain: Instagram, Content Creation, Social Media Management, Social Media Content, Content Development and Management, Marketing Planning, Content Strategy, Shared Media, Owned Media, Scheduling, Workflow Management

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
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    C

    Coursera

    TikTok Planning: Manage Content Like a Pro

    Skills you'll gain: TikTok, Content Strategy, Content Marketing, Calendar Management, Workflow Management, Content Creation, Content Management, Social Media Management, Marketing Planning, Operational Efficiency, Scheduling

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Copenhagen Business School

    Digital Transformation of Financial Services - Capstone Project

    Skills you'll gain: Case Studies, Financial Services, Digital Transformation, Banking Services, Banking, FinTech, Competitive Analysis, Analysis, Business Analysis, Innovation, Business Strategies, Business Transformation, Concision, Communication

    4.5
    Rating, 4.5 out of 5 stars
    ·
    177 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    Coursera

    Facebook Planning: Manage Content Like a Pro

    Skills you'll gain: Facebook, Content Strategy, Social Media Content, Content Creation, Social Media Management, Drive Engagement, Content Management, Calendar Management, Social Media, Google Workspace, Content Performance Analysis, Workflow Management, Scheduling, Live Streaming

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Financial Analytics in RStudio: Identify Profit Drivers

    Skills you'll gain: Operational Analysis, Performance Analysis, Performance Improvement, Data Import/Export, Variance Analysis, Exploratory Data Analysis, Data Analysis, Financial Analysis, Operations Management, Operating Expense, Plot (Graphics), Waterfall Methodology

    Intermediate · Guided Project · Less Than 2 Hours

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

  • Sprint Planning for Faster Agile Team Delivery: University of Maryland, College Park
  • Demand Planning in RStudio: Create Demand Forecast: Coursera
  • Financial Statements, SEC Filings and Ratio Analysis: University of Illinois Urbana-Champaign
  • PMI-ACP Exam Prep: Agile Foundations & Planning: EDUCBA
  • Introduction to Financial Accounting: The Accounting Cycle: University of California, Irvine
  • Strategic Career Planning in Technology-Based Roles: Coursera
  • Using AI & ChatGPT for Content: Research & Planning: Skillshare
  • Instagram Planning: Manage Content Like a Pro: Coursera
  • TikTok Planning: Manage Content Like a Pro: Coursera
  • Digital Transformation of Financial Services - Capstone Project: Copenhagen Business School

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