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  • Financial Planning

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
    E

    EDUCBA

    Analyze Financial Markets with Tableau Dashboards

    Skills you'll gain: Dashboard Creation, Data Storytelling, Dashboard, Market Data, Data-Driven Decision-Making, Tableau Software, Data Presentation, Financial Market, Interactive Data Visualization, Financial Data, Financial Analysis, Storytelling, Business Intelligence, Data Analysis, Data Visualization, Data Visualization Software, Analytics, Trend Analysis

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    University of Cambridge

    Finance for Non-finance Professionals

    Skills you'll gain: Financial Acumen, Financial Controls, Variance Analysis, Business Mathematics, Financial Forecasting, Cost Benefit Analysis, Capital Budgeting, Financial Management, Financial Analysis, Budget Management, Financial Modeling, Financial Reporting, Financial Statement Analysis, Cost Estimation, Financial Statements, Return On Investment, Accounting, Budgeting, Microsoft Excel

    4.2
    Rating, 4.2 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 3 Months

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

    Coursera

    DCF, Comps, and Scenarios: Financial Modeling and Valuation

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Variance Analysis, Dashboard Creation, Resource Utilization, Financial Analysis, Project Finance, Dashboard, Financial Data, Financial Forecasting, Budget Management, Cash Flow Forecasting, Financial Modeling, Capital Budgeting, Microsoft Excel, Budgeting, Competitive Analysis, Business Valuation, Data-Driven Decision-Making, Risk Analysis

    3.8
    Rating, 3.8 out of 5 stars
    ·
    9 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    PracticalGrowth

    Project Planning and Delivery: From Scope to Launch

    Skills you'll gain: Project Planning, Prioritization, Project Scoping, Sprint Planning, Strategic Prioritization, Project Implementation, Project Management, Project Schedules, Project Coordination, Product Roadmaps, Milestones (Project Management), Stakeholder Communications, Project Estimation, Work Breakdown Structure, Communication Planning, Scope Management, Project Documentation, Scrum (Software Development), Project Performance, Release Management

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Apply US GAAP: Prepare & Evaluate Financial Statements

    Skills you'll gain: Financial Reporting, Generally Accepted Accounting Principles (GAAP), Financial Statements, Financial Statement Analysis, Financial Accounting, Balance Sheet, Income Statement, Cash Flows, Revenue Recognition, Inventory Accounting, Accounting, Fixed Asset, Finance, Accounts Receivable, Credit Risk, Investments

    4.9
    Rating, 4.9 out of 5 stars
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    11 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    Advanced Excel Financial Modeling Risk Analysis & Auditing

    Skills you'll gain: Variance Analysis, Budget Management, Financial Analysis, Cost Control, Financial Auditing, Financial Modeling, Financial Data, Auditing, Risk Modeling, Financial Statement Analysis, Financial Forecasting, Financial Statements, Excel Formulas, Financial Reporting, Revenue Forecasting, Forecasting, Financial Accounting, Risk Analysis, Simulation and Simulation Software, Microsoft Excel

    Advanced · Course · 1 - 3 Months

  • C

    Coursera

    Financial Analytics in RStudio: Identify Profit Drivers

    Skills you'll gain: Operational Analysis, Operational Performance Management, Performance Measurement, Performance Analysis, Performance Metric, Performance Improvement, Operating Cost, Data Import/Export, Variance Analysis, Exploratory Data Analysis, Data Analysis, Financial Analysis, Profit and Loss (P&L) Management, Corrective and Preventive Action (CAPA), Operations Management, Plot (Graphics), Waterfall Methodology

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Analysts: Essential Predictive Analytics

    Skills you'll gain: Financial Forecasting, Risk Management, Predictive Modeling, Financial Data, Risk Analysis, Generative AI, Financial Modeling, Financial Analysis, Predictive Analytics, Market Data, Financial Statement Analysis, Data-Driven Decision-Making, Market Trend, Investment Management, Portfolio Management, Financial Reporting, Analysis, Automation

    4
    Rating, 4 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Classify Financial Services: Apply Your Skills

    Skills you'll gain: Banking Services, Financial Services, Banking, Retail Banking, Analytical Skills, Deductive Reasoning, Financial Regulation, Analysis, Finance, Investment Banking, Asset Management, Company, Product, and Service Knowledge, Decision Making, Detail Oriented

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Michigan State University

    Planning: Principled, Proposing, Proofing, and Practicing to a Success Plan

    Skills you'll gain: Value Propositions, Business Planning, Business Modeling, Entrepreneurship, Verification And Validation, Milestones (Project Management), Business Development, Product Development, Financial Forecasting, Financial Modeling, New Business Development, Plan Execution, Customer Analysis

    4.5
    Rating, 4.5 out of 5 stars
    ·
    186 reviews

    Mixed · Course · 1 - 3 Months

  • Status: New
    New
    Status: Preview
    Preview
    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, Financial Accounting

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Saïd Business School, University of Oxford

    AI in Financial Services: Foundations through future trends

    Skills you'll gain: Risking, Machine Learning Methods, FinTech, Financial Inclusion, Financial Services, Responsible AI, Data Ethics, Artificial Intelligence, Data Sharing, Financial Regulation, Financial Systems, Data Governance, Application Programming Interface (API), Financial Data, Finance, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Innovation, General Data Protection Regulation (GDPR), Natural Language Processing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    129 reviews

    Beginner · Specialization · 3 - 6 Months

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

  • Analyze Financial Markets with Tableau Dashboards: EDUCBA
  • Finance for Non-finance Professionals: University of Cambridge
  • DCF, Comps, and Scenarios: Financial Modeling and Valuation: Coursera
  • Project Planning and Delivery: From Scope to Launch: PracticalGrowth
  • Apply US GAAP: Prepare & Evaluate Financial Statements: EDUCBA
  • Advanced Excel Financial Modeling Risk Analysis & Auditing: Coursera
  • Financial Analytics in RStudio: Identify Profit Drivers: Coursera
  • GenAI for Financial Analysts: Essential Predictive Analytics: Coursera
  • Classify Financial Services: Apply Your Skills: Coursera
  • Planning: Principled, Proposing, Proofing, and Practicing to a Success Plan: Michigan State University

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