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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
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    J

    John Wiley & Sons

    Project Planning: Scheduling, Scope, and Team Building

    Skills you'll gain: Sprint Planning, Team Motivation, Project Schedules, Project Estimation, Project Scoping, Team Performance Management, Project Management, Team Building, Project Planning, Team Management, Work Breakdown Structure, Scheduling, Agile Project Management, Scope Management, Project Coordination, Estimation, Cost Estimation, Agile Methodology, Leadership, Risk Management

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    PMI-ACP Exam Prep: Agile Foundations & Planning

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    A

    Alfaisal University | KLD

    إتقان الإدارة المالية | Mastering Financial Management

    Skills you'll gain: Working Capital, Financial Analysis, Financial Management, Budget Management, Investment Management, Risk Management, Financial Statement Analysis, Capital Budgeting, Return On Investment, Risk Analysis, Business Risk Management, Market Liquidity, Performance Measurement

    4.7
    Rating, 4.7 out of 5 stars
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    44 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    C

    Coursera

    Marketing Planning, Audience Insights, and KPI Measurement

    Skills you'll gain: Key Performance Indicators (KPIs), Marketing Planning, Sprint Retrospectives, Marketing Effectiveness, Campaign Planning, Marketing Strategies, Campaign Management, Digital Media Strategy, Strategic Marketing, Performance Measurement, Data-Driven Marketing, Marketing Operations, Cross-Channel Marketing, Performance Metric, Market Research, Market Analysis, Business Analysis, Analytical Skills, Data Visualization, Data Analysis

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Analyze and Apply Financial Reporting Fundamentals

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Revenue Recognition, Financial Analysis, Inventory Accounting, Financial Accounting, Budget Management, Fixed Asset, Income Statement, Balance Sheet, Budgeting, Financial Reporting, Management Accounting, Capital Budgeting, Asset Management, Accounting, Cost Accounting, Management Reporting, Cash Flows, Generally Accepted Accounting Principles (GAAP)

    5
    Rating, 5 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Financial Statement and Ratio Analysis for Accountants

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Balance Sheet, Income Statement, General Accounting, Generally Accepted Accounting Principles (GAAP), Finance, Financial Forecasting, Equities, Annual Reports, Return On Investment, Business Valuation

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
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    111 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    C

    Coursera

    Facebook Planning: Manage Content Like a Pro

    Skills you'll gain: Content Scheduling, Facebook, Content Development and Management, Content Strategy, Social Media Content, Content Creation, Social Media Management, Drive Engagement, Driving engagement, Content Management, Calendar Management, Social Media, Digital Marketing Tools, Productivity Software, Google Workspace, Content Performance Analysis, Workflow Management, Customer Engagement, Live Streaming

    Beginner · Course · 1 - 4 Weeks

  • Status: New
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    E

    EDUCBA

    Analyze Financial Data Using Advanced Techniques

    Skills you'll gain: Technical Analysis, Market Dynamics, Economics, International Finance, Financial Analysis, Financial Data, Supply And Demand, Probability, Data Analysis, Advanced Analytics, Financial Policy, Market Data, Financial Trading, Market Trend, Statistical Analysis, Probability Distribution, Consumer Behaviour, Risk Analysis, Finance, Business

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Digital Media and Strategic Planning in Technology Markets

    Skills you'll gain: Value Propositions, Social Media Campaigns, Social Media, Social Media Marketing, Social Media Strategy, Strategic Planning, Search Engine Optimization, Competitive Analysis, Business Modeling, Marketing Planning, Search Engine Marketing, Digital Media Strategy, Web Analytics and SEO, Technology Strategies, Business Planning, Strategic Marketing, Campaign Management, Business Analysis Tools, Marketing Strategies, Google Ads

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
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    7 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    Financial Reporting, Controls, and Performance Storytelling

    Skills you'll gain: Financial Auditing, Data Storytelling, Bookkeeping, Financial Controls, Financial Reporting, Dashboard Creation, Performance Reporting, Dashboard, Auditing, Ledgers (Accounting), Management Reporting, Process Improvement, Financial Data, Business Reporting, Data Visualization, Business Process Management, Process Analysis, Internal Controls, Generally Accepted Accounting Principles (GAAP), Variance Analysis

    Intermediate · Course · 3 - 6 Months

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

    EDUCBA

    LBO Financial Modeling for Investment Analysis

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

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Financial Statement Analysis for Credit Decisions

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Credit Risk, Lending and Underwriting, Financial Acumen, Commercial Lending, Financial Data, Corporate Finance, Accounts Payable and Receivable, Balance Sheet, Accounts Receivable, Cash Flows, Risk Analysis, Business Metrics, Competitive Analysis, Finance

    Mixed · Course · 1 - 4 Weeks

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

  • Project Planning: Scheduling, Scope, and Team Building: John Wiley & Sons
  • PMI-ACP Exam Prep: Agile Foundations & Planning: EDUCBA
  • إتقان الإدارة المالية | Mastering Financial Management: Alfaisal University | KLD
  • Marketing Planning, Audience Insights, and KPI Measurement: Coursera
  • Analyze and Apply Financial Reporting Fundamentals: EDUCBA
  • Financial Statement and Ratio Analysis for Accountants: University of Illinois Urbana-Champaign
  • Facebook Planning: Manage Content Like a Pro: Coursera
  • Analyze Financial Data Using Advanced Techniques: EDUCBA
  • Digital Media and Strategic Planning in Technology Markets: University of Colorado Boulder
  • Financial Reporting, Controls, and Performance Storytelling: Coursera

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