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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

    Copenhagen Business School

    Digital Competition in Financial Services

    Skills you'll gain: Technology Strategies, FinTech, Digital Transformation, Financial Services, Business Strategy, Financial Regulations, Market Dynamics, Computing Platforms, Competitive Analysis, Business Modeling, Innovation, Governance

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    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: Preview
    Preview
    I

    IE Business School

    Profitability in Financial Accounting

    Skills you'll gain: Gross Profit, Return On Investment, Financial Analysis, Financial Acumen, Financial Statement Analysis, Financial Statements, Business Metrics, Income Statement, Balance Sheet, Financial Data, Business Acumen, Financial Accounting

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

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

    Sage Publications

    Project Planning & Execution: Manage and Lead Teams

    Skills you'll gain: Stakeholder Management, Teamwork, Stakeholder Engagement, Stakeholder Analysis, Project Management, Conflict Management, Stakeholder Communications, Collaboration, Leadership and Management, Team Management, Project Planning, Project Design, Leadership Studies, Project Management Life Cycle, Team Leadership, Project Coordination, Team Building, Organizational Leadership, Project Scoping, Timelines

    Beginner · Course · 1 - 3 Months

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

    Creo Incubator

    Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Financial Acumen, Accounting, Financial Analysis, Financial Statements, Finance, Mergers & Acquisitions, Financial Modeling, Business Valuation, Financial Statement Analysis, General Finance, Return On Investment, General Accounting, Financial Forecasting, Financial Planning, Fundraising and Crowdsourcing, Investments, Private Equity, Entrepreneurship, Fundraising

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Valuation and Financial Modeling

    Skills you'll gain: Financial Statement Analysis, Business Valuation, Mergers & Acquisitions, Financial Data, Financial Analysis, Financial Modeling, Balance Sheet, Depreciation, Finance, Investment Banking, Financial Statements, Revenue Forecasting, Corporate Finance, Forecasting, Analysis, Business, Estimation, Working Capital, Decision Making, Research

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Beyond planning and control

    Skills you'll gain: Organizational Structure, People Management, Process Management, Project Management, Innovation, Team Management, Business Solutions, Conflict Management, Change Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    212 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of California, Santa Barbara

    Foundations of Financial Reporting

    Skills you'll gain: Financial Reporting, Generally Accepted Accounting Principles (GAAP), Financial Accounting, Ledgers (Accounting), Financial Statements, Financial Statement Analysis, Accruals, Accrual Accounting, Bookkeeping, General Accounting, Business Reporting, Balance Sheet, Balancing (Ledger/Billing), Accounting, Standard Accounting Practices, General Ledger, Income Statement, Accounting Records, Month End Closing, Cash Flows

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Enterprise Project Planning and Scheduling

    Skills you'll gain: Project Portfolio Management, Project Controls, Workflow Management, Project Management Software, Program Management, Project Schedules, Analytics, Project Management, Advanced Analytics, Cost Management, Project Planning, Contract Management, Planning, Administration, Scheduling, Portfolio Management, Governance, Compliance Management, Resource Utilization, Procurement

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Mergers Acquisitions Financial Modeling

    Skills you'll gain: Financial Modeling, Mergers & Acquisitions, Private Equity, Financial Forecasting, Financial Statement Analysis, Finance, Investment Banking, Cash Flow Forecasting, Business Valuation, Cash Flows, Financial Statements, Return On Investment, Case Studies, Financial Reporting, Financial Analysis, Working Capital, Forecasting, Balance Sheet, Financial Data, Risk Analysis

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Project Risk Governance and Planning

    Skills you'll gain: Risk Analysis, Governance Risk Management and Compliance, Risk Management Framework, Project Risk Management, Risk Management, Risk Modeling, IT Management, Governance, Risk Mitigation, Contingency Planning, Business Risk Management, Enterprise Risk Management (ERM), Risk Control, Cyber Governance, Cyber Risk, Performance Measurement, Asset Management, Stakeholder Engagement

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Models & Frameworks to Support Sales Planning

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales, Sales Training, Selling Techniques, Sales Support, General Sales Practices, Account Management, Communication, Negotiation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    83 reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Digital Competition in Financial Services: Copenhagen Business School
  • Campaign Foundations & AI-Enhanced Planning: University of California, Davis
  • Profitability in Financial Accounting: IE Business School
  • Project Planning & Execution: Manage and Lead Teams: Sage Publications
  • Financial Literacy & Fundraising Readiness: Creo Incubator
  • Valuation and Financial Modeling: EDUCBA
  • Project Management: Beyond planning and control: Politecnico di Milano
  • Foundations of Financial Reporting: University of California, Santa Barbara
  • Enterprise Project Planning and Scheduling: EDUCBA
  • Mergers Acquisitions Financial Modeling: EDUCBA

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