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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: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Sprint Planning for Faster Agile Team Delivery

    Skills you'll gain: Backlogs, Sprint Planning, Prioritization, Scope Management, Strategic Prioritization, Agile Project Management, Agile Product Development, Agile Methodology, Scheduling, Capacity Management, Capacity Planning, Workflow Management, User Story, Team Management, Earned Value Management, Project Planning

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Instagram Planning: Manage Content Like a Pro

    Skills you'll gain: Content Scheduling, Instagram, Content Creation, Social Media Management, Social Media Content, Content Development and Management, Content Management, Content Strategy, Workflow Management, Branding

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Financial Statements: Compile & Classify Accounts

    Skills you'll gain: Income Statement, General Ledger, General Accounting, Financial Reporting, Ledgers (Accounting), QuickBooks (Accounting Software), Accounting Software, Financial Statements, Excel Formulas, Accounting and Finance Software, Balance Sheet, Financial Accounting, Accounting, Spreadsheet Software, Microsoft Excel, Automation

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Agile Sprint Planning and Delivery with Jira

    Skills you'll gain: Jira (Software), Sprint Retrospectives, Backlogs, Sprint Planning, Agile Methodology, Agile Project Management, User Story, Agile Product Development, Cross-Functional Collaboration, Timelines, Project Coordination, Continuous Improvement Process, Coordination, Project Planning, Accountability, Meeting Facilitation, Estimation

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Financial Data Storytelling & Executive Reporting in Excel

    Skills you'll gain: Dashboard, Data Storytelling, Data Presentation, Dashboard Creation, Business Reporting, Responsible AI, Storytelling, Report Writing, Data Visualization, Interactive Data Visualization, Presentations, Financial Reporting, Generative AI, Financial Data, Technical Communication, Microsoft Excel, Financial Modeling, Data Ethics, Data Visualization Software, Strategic Communication

    Advanced · Course · 1 - 3 Months

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

    Coursera

    Financial Valuation and Deal Modeling with Excel

    Skills you'll gain: Financial Modeling, Competitive Analysis, Business Valuation, Feasibility Studies, Project Finance, Investment Banking, Financial Analysis, Mergers & Acquisitions, Financial Forecasting, Capital Budgeting, Benchmarking, Risk Analysis, Waterfall Methodology, Excel Formulas, Cash Flows, Microsoft Excel, Cash Flow Forecasting, Finance, Business Analysis, Technical Analysis

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Strategic Career Planning in Technology-Based Roles

    Skills you'll gain: Workforce Development, Professional Networking, Computer Science, Professional Development, Academic Advising, Technology Strategies, Recruitment, Adaptability, Information Technology, Branding

    3.8
    Rating, 3.8 out of 5 stars
    ·
    6 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Generative AI & Governmental Financial Reporting

    Skills you'll gain: Prompt Engineering, AI Integrations, Scalability, Large Language Modeling, Governmental Accounting, Unstructured Data, LLM Application, General Accounting, Financial Data, Generative AI, Accounting, Artificial Intelligence, Robotic Process Automation, Data Processing, Financial Reporting, Automation, Application Programming Interface (API), User Interface (UI)

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Demand Planning in RStudio: Create Demand Forecast

    Skills you'll gain: Demand Planning, Customer Demand Planning, Supply Chain Planning, Production Planning, Forecasting, Time Series Analysis and Forecasting, Trend Analysis, Inventory Management System, Data Analysis, Plot (Graphics), R Programming, Data Visualization, R (Software), Model Evaluation, Model Training

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Market Data, Corporate Sustainability, Investment Management, Sustainability Standards, Sustainable Business, Environmental Regulations, Financial Market, Investments, Data Ethics, Sustainability Reporting, Financial Data, Market Analysis, Business Ethics, Regulatory Compliance, Environmental Issue, Capital Markets, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    127 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    S

    Skillshare

    Using AI & ChatGPT for Content: Research & Planning

    Skills you'll gain: Storytelling, Content Development and Management, Content Strategy, AI powered creativity, ChatGPT, Prompt Engineering, Content Creation, Content Marketing, Driving engagement, Social Media Content, Target Audience, Persona Development, AI literacy, User Research, Problem Solving, Brainstorming, Ideation

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Excel Financial Statement Modeling and Bookkeeping Automatio

    Skills you'll gain: Bookkeeping, Financial Analysis, Financial Modeling, Financial Statements, Financial Statement Analysis, Financial Accounting, Financial Reporting, Microsoft Excel, Reconciliation, Income Statement, Accounting, Excel Formulas, Balance Sheet, Cash Flows, Spreadsheet Software, Auditing, Verification And Validation

    Advanced · Course · 1 - 4 Weeks

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

  • Sprint Planning for Faster Agile Team Delivery: University of Maryland, College Park
  • Instagram Planning: Manage Content Like a Pro: Coursera
  • Financial Statements: Compile & Classify Accounts: Coursera
  • Agile Sprint Planning and Delivery with Jira: Coursera
  • Financial Data Storytelling & Executive Reporting in Excel: Coursera
  • Financial Valuation and Deal Modeling with Excel: Coursera
  • Strategic Career Planning in Technology-Based Roles: Coursera
  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • Demand Planning in RStudio: Create Demand Forecast: Coursera
  • ESG Investing: Financial Decisions in Flux: Interactive Brokers

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