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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.


More to explore:

Popular Financial Planning Courses and Certifications


  • S

    Starweaver

    IIBA® Entry Certificate in Business Analysis™ (ECBA™) Exam Prep

    Skills you'll gain: Requirements Elicitation, Requirements Analysis, Stakeholder Engagement, Requirements Management, Business Analysis, Performance Improvement, Business Requirements, User Requirements Documents, Case Studies, Stakeholder Analysis, Governance, Business Process Modeling, Strategic Planning, Problem Solving

    4.8
    Rating, 4.8 out of 5 stars
    ·
    127 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    How to create a Jira SCRUM project

    Skills you'll gain: Jira (Software), Sprint Planning, Backlogs, Scrum (Software Development), User Story, Agile Methodology, Agile Project Management, Workflow Management, Run Chart, Project Planning, Project Management, Prioritization, Dependency Analysis

    4.7
    Rating, 4.7 out of 5 stars
    ·
    506 reviews

    Beginner · Guided Project · Less Than 2 Hours

  • T

    Tecnológico de Monterrey

    Programación y presupuesto del proyecto

    Skills you'll gain: Cost Management, Project Controls, Project Schedules, Project Performance, Earned Value Management, Cost Estimation, Project Estimation, Budget Management, Timelines, Scheduling, Project Planning, Cost Control, Microsoft Project, Budgeting, Performance Measurement, Resource Allocation, Key Performance Indicators (KPIs), Performance Analysis, Estimation, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.6K reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Colorado Boulder

    Advanced Business Analytics Capstone

    Skills you'll gain: Data Presentation, Data Cleansing, Predictive Analytics, Business Analytics, Financial Analysis, Advanced Analytics, Data Preprocessing, Data Analysis, Technical Communication, Investment Management, Data Manipulation, Model Evaluation, Statistical Modeling, Regression Analysis, Classification Algorithms

    4.3
    Rating, 4.3 out of 5 stars
    ·
    90 reviews

    Intermediate · Course · 1 - 4 Weeks

  • E

    Edureka

    Generative AI for Finance and Accounting

    Skills you'll gain: Prompt Engineering, Generative AI, Responsible AI, Accounts Payable and Receivable, Prompt Engineering Tools, Data Ethics, Accounting and Finance Software, Financial Data, Make.com, Data Governance, Workflow Management, Miro AI, Financial Forecasting, Financial Management, Credit Risk, Financial Analysis, Artificial Intelligence, No-Code Development, Budgeting, Forecasting

    Intermediate · Specialization · 1 - 3 Months

  • B

    Board Infinity

    Generative AI in HR - Impact and Application of Gen AI

    Skills you'll gain: Responsible AI, HR Tech, Employee Engagement, Human Resources, Generative AI, Data Ethics, Talent Recruitment, Talent Acquisition, Human Resource Strategy, Recruitment, Trend Analysis, Employee Training, Employee Retention, Data-Driven Decision-Making, Workforce Development, Workforce Planning

    4.3
    Rating, 4.3 out of 5 stars
    ·
    253 reviews

    Beginner · Course · 1 - 4 Weeks

  • M

    Macquarie University

    Excel Skills for Business Forecasting

    Skills you'll gain: Time Series Analysis and Forecasting, Forecasting, Model Evaluation, Regression Analysis, Microsoft Excel, Excel Formulas, Trend Analysis, Case Studies, Business Mathematics, Business Metrics, Predictive Modeling, Data Presentation, Statistical Visualization, Graphing, Business Economics, Statistical Modeling, Business Analytics, Decision Making, Process Optimization, Statistical Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    323 reviews

    Intermediate · Specialization · 3 - 6 Months

  • U

    Universidade de São Paulo

    Introdução aos Princípios e Práticas da Gestão De Projetos

    Skills you'll gain: Project Schedules, Cost Estimation, Project Performance, Project Risk Management, Project Controls, Work Breakdown Structure, Risk Analysis, Conflict Management, Timelines, Stakeholder Management, Scheduling, Risk Mitigation, Project Planning, Quality Management, Project Documentation, Project Management, Estimation, Milestones (Project Management), Organizational Structure, Performance Metric

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.2K reviews

    Beginner · Specialization · 3 - 6 Months

  • I

    IBM

    Introduction to Networking and Storage

    Skills you'll gain: Data Storage, OSI Models, General Networking, Wireless Networks, Data Storage Technologies, Local Area Networks, Networking Hardware, Computer Networking, Network Architecture, Network Infrastructure, TCP/IP, Network Protocols, Microsoft Windows, Network Troubleshooting, Network Security, Network Performance Management, System Configuration, Wide Area Networks, Hardware Architecture, Command-Line Interface

    4.7
    Rating, 4.7 out of 5 stars
    ·
    573 reviews

    Beginner · Course · 1 - 3 Months

  • Y

    Yonsei University

    Valuation for Startups Using Discounted Cash Flows Approach

    Skills you'll gain: Cash Flow Forecasting, Cash Flows, Business Valuation, Microsoft Excel, Forecasting, Finance, Financial Modeling, Financial Analysis, Estimation

    4.3
    Rating, 4.3 out of 5 stars
    ·
    340 reviews

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Introduction to Accounting Data Analytics and Visualization

    Skills you'll gain: Data Visualization, Data Literacy, Tableau Software, Data Presentation, Data Visualization Software, Excel Macros, Analytics, Accounting and Finance Software, Analytical Skills, Pivot Tables And Charts, Accounting Systems, Business Analytics, Microsoft Excel, Data Collection, Data-Driven Decision-Making, Excel Formulas, Data Analysis, Scatter Plots, Predictive Analytics, Data Architecture

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    455 reviews

    Beginner · Course · 1 - 3 Months

  • U

    Universitat Autònoma de Barcelona

    Kit básico (para evitar los errores más frecuentes) de finanzas

    Skills you'll gain: Risk Management, Behavioral Economics, Loans, Financial Planning, Finance, Budgeting, Wealth Management, General Finance, Consumer Behaviour, Psychology, Safety and Security, Decision Making, Empowerment

    4.6
    Rating, 4.6 out of 5 stars
    ·
    143 reviews

    Beginner · Course · 1 - 3 Months

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

  • IIBA® Entry Certificate in Business Analysis™ (ECBA™) Exam Prep: Starweaver
  • How to create a Jira SCRUM project: Coursera
  • Programación y presupuesto del proyecto: Tecnológico de Monterrey
  • Advanced Business Analytics Capstone: University of Colorado Boulder
  • Generative AI for Finance and Accounting: Edureka
  • Generative AI in HR - Impact and Application of Gen AI: Board Infinity
  • Excel Skills for Business Forecasting: Macquarie University
  • Introdução aos Princípios e Práticas da Gestão De Projetos: Universidade de São Paulo
  • Introduction to Networking and Storage: IBM
  • Valuation for Startups Using Discounted Cash Flows Approach: Yonsei University

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