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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


  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: Timelines, Return On Investment, Finance, Financial Statement Analysis, Financial Accounting, Financial Statements, Financial Reporting, Financial Analysis, Balance Sheet, Financial Forecasting, Capital Budgeting, Project Schedules, Milestones (Project Management), Project Accounting, Capital Expenditure, Profit and Loss (P&L) Management, General Finance, Operating Budget, Construction Accounting, Operating Cost

    ★ 4.4 (13) · Intermediate · Course · 1 - 3 Months

    Category: Credit offered
    Credit offered
  • C

    Coursera

    Business Foundations: Organizations, Planning, Finance

    Skills you'll gain: Team Performance Management, Business Planning, Resource Management, Business Management, Organizational Strategy, Organizational Development, Business Acumen, Organizational Effectiveness, Team Management, Strategic Thinking, Business Strategy, Financial Management, Strategic Decision-Making, Financial Acumen, Team Leadership, Financial Planning, Decision Making, Financial Analysis

    ★ 4.6 (12) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Financial Services, Insurance Policies, Risk Management, Wealth Management, Risk Management Framework, Financial Planning, Risk Mitigation, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Innovation, Client Services

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Excel: Build Financial Budgets Fast

    Skills you'll gain: Spreadsheet Software, Financial Data, Excel Formulas, Budget Management, Microsoft Excel, Budgeting, Financial Analysis, Operating Budget, Data Cleansing, Financial Modeling, Consolidation, Cost Management, Data Integration, Data-Driven Decision-Making, Financial Reporting

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • M

    McMaster University

    Finance for Everyone: Decisions

    Skills you'll gain: Finance, Financial Market, General Finance, Peer Review, Financial Systems, International Finance, Business Mathematics, Financial Management, Market Dynamics, Financial Analysis, Financial Planning, Economics, Cash Flows, Economic Development, Decision Making

    ★ 4.7 (913) · Mixed · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Data, Financial Forecasting, Accounting, Financial Analysis, Forecasting, Financial Management, Financial Acumen, General Accounting, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Acumen, Business Modeling, Business Metrics, Corporate Strategy, Standard Accounting Practices

    ★ 4.7 (322) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Forecasting, Financial Statements, Financial Reporting, Financial Data, Forecasting, Financial Analysis, Revenue Forecasting, Financial Modeling, Cash Flow Forecasting, Analysis, Generally Accepted Accounting Principles (GAAP), Finance, Equities

    ★ 4.6 (41) · Intermediate · Course · 1 - 3 Months

    Category: Build toward a degree
    Build toward a degree
  • D

    Duke University

    Financial Risk Management with R

    Skills you'll gain: Risk Modeling, Portfolio Risk, Financial Market, Risk Management, Market Data, Risk Analysis, Probability Distribution, R (Software), Financial Data, Return On Investment, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Equities, Time Series Analysis and Forecasting, Statistical Modeling, Data Access

    ★ 4.3 (257) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Business Strategies, Financial Analysis, Asset Management, Risk Analysis, Investment Banking, Market Dynamics, Market Trend, Performance Measurement, Quantitative Research, Case Studies

    ★ 4.4 (152) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • C

    Coursera

    Project and Stress-Test Financial Plans

    Skills you'll gain: Financial Forecasting, Financial Modeling, Revenue Forecasting, Profit and Loss (P&L) Management, Business Modeling, Contingency Planning, Cost Containment, Cost Control, Market Data, Forecasting, Financial Analysis, Market Trend, Financial Planning, Risk Mitigation

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • I

    IBM

    Financial Analysis and Modeling

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • S

    SoFi

    Risk Management in Personal Finance

    Skills you'll gain: Estate Planning, Insurance, Insurance Policies, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    ★ 4.7 (63) · Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…789…518

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

  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • Business Foundations: Organizations, Planning, Finance: Coursera
  • RiskWise: Insurance and Your Financial Future: University of Illinois Urbana-Champaign
  • Excel: Build Financial Budgets Fast: Coursera
  • Finance for Everyone: Decisions: McMaster University
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Financial Risk Management with R: Duke University
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Project and Stress-Test Financial Plans: Coursera

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