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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, 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
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    E

    EDUCBA

    Financial Statement Analysis & Corporate Finance Decisions

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Equities, Corporate Finance, Financial Accounting, Financial Data, Income Statement, Financial Reporting, Profit and Loss (P&L) Management, Balance Sheet, Financial Planning, Business Economics, Gross Profit, Market Dynamics, Accounting, Business Strategy, Accounts Payable and Receivable, Cash Flows

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
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    E

    EDUCBA

    Financial Risk Analysis for Credit Ratings

    Skills you'll gain: Financial Analysis, Portfolio Risk, Credit Risk, Financial Statement Analysis, Financial Statements, Portfolio Management, Investment Management, Risk Management, Project Finance, Business Risk Management, Financial Services, Risk Analysis, Finance, Balance Sheet, Financial Systems, Investments, Banking, Financial Planning, Market Liquidity, Quality Assessment

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Financial Management for Product Leaders

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Proposal Development, Proposal Writing, Financial Accounting, Corporate Finance, Financial Acumen, Business Metrics, Sales Presentations, Business Valuation, Capital Budgeting, Entrepreneurial Finance, Internal Communications, Financial Management, Project Finance, Finance, Return On Investment, Product Management, Presentations, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
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    77 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Creo Incubator

    Financial Literacy & Fundraising Readiness

    Skills you'll gain: Entrepreneurial Finance, Financial Acumen, Accounting, Financial Analysis, Financial Statements, Mergers & Acquisitions, Financial Modeling, Business Valuation, Financial Statement Analysis, General Finance, Financial Data, Return On Investment, General Accounting, Financial Forecasting, Due Diligence, Investments, Private Equity, Entrepreneurship, Fundraising, Capital Markets

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    S

    Skillshare

    ChatGPT for Content Creation and Planning

    Skills you'll gain: Prompt Patterns, Content Optimization, AI powered creativity, Digital Publishing, AI Personalization, Driving engagement, AI literacy, Process Optimization, Business Process Automation, LLM Application, Business Process

    4.2
    Rating, 4.2 out of 5 stars
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    19 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
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    S

    Saïd Business School, University of Oxford

    AI Fundamentals in Financial Services

    Skills you'll gain: Machine Learning Methods, Financial Services, Artificial Intelligence, Responsible AI, FinTech, Financial Data, Decision Intelligence, Financial Regulation, Banking, Fraud detection, Machine Learning, Unsupervised Learning, Data Ethics, Natural Language Processing, AI Personalization, Deep Learning, Credit Risk, Reinforcement Learning, Algorithms, Data Management

    4.8
    Rating, 4.8 out of 5 stars
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    75 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Risk Management and Financial Theory

    Skills you'll gain: Risk Management, Business Risk Management, Credit Risk, Risk Mitigation, Stakeholder Communications, Operational Risk, Proposal Development, Risk Analysis, Finance, Business Planning, Stakeholder Management, Stakeholder Engagement, Business Strategies, Financial Analysis, Organizational Strategy, Strategic Thinking, Strategic Decision-Making

    4.6
    Rating, 4.6 out of 5 stars
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    46 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    L

    L&T EduTech

    Highway Planning, Pavement Design and Construction

    Skills you'll gain: Traffic Flow Optimization, Construction Inspection, Building Codes, Construction Engineering, Construction, Construction Management, Civil Engineering, Stormwater Management, General Construction and Construction Labor, Structural Engineering, Hydrology, Hydraulics, Grading (Landscape), Public Works, Design Specifications, Structural Analysis, Materials science, Engineering Plans And Specifications, Engineering Practices, Failure Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    31 reviews

    Advanced · Specialization · 3 - 6 Months

  • Status: Free Trial
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    I

    INSEAD

    Blockchain Transformations of Financial Services

    Skills you'll gain: Blockchain, FinTech, Payment Systems, Governance, Financial Services, Financial Regulation, Ledgers (Accounting), Financial Inclusion, Banking Services, Financial Systems, Payment Processing, Innovation, Accounting, Emerging Technologies, Digital Assets, Regulatory Requirements, Financial Management, Law, Regulation, and Compliance

    4.7
    Rating, 4.7 out of 5 stars
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    189 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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
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    44 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
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    C

    Coursera

    Bookkeeping: Verify Financial Accuracy

    Skills you'll gain: Bookkeeping, Ledgers (Accounting), Financial Controls, Auditing, Accounting, General Ledger, General Accounting, Financial Analysis, Investigation, Verification And Validation, Internal Controls, Financial Reporting, Journals

    Intermediate · Course · 1 - 4 Weeks

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

  • Foundations of Financial Reporting: University of California, Santa Barbara
  • Financial Statement Analysis & Corporate Finance Decisions: EDUCBA
  • Financial Risk Analysis for Credit Ratings: EDUCBA
  • Financial Management for Product Leaders: University of Maryland, College Park
  • Financial Literacy & Fundraising Readiness: Creo Incubator
  • ChatGPT for Content Creation and Planning: Skillshare
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • Risk Management and Financial Theory: Duke University
  • Highway Planning, Pavement Design and Construction: L&T EduTech
  • Blockchain Transformations of Financial Services: INSEAD

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