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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
    R

    Rice University

    Best Practices in Planning DE&I Interventions

    Skills you'll gain: Diversity Equity and Inclusion Initiatives, Diversity Programs, Diversity Training, Human Resource Strategy, Strategic Planning, Employee Retention, Diversity and Inclusion, Human Resources Management and Planning, Talent Recruitment, Human Resources, Workplace inclusivity, Employee Training, Recruitment Strategies, Business Planning, Workforce Development, Organizational Effectiveness, Training Programs, Talent Acquisition, Recruitment, Human Resource Policies

    4.8
    Rating, 4.8 out of 5 stars
    ·
    61 reviews

    Intermediate · Course · 1 - 3 Months

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

    Coursera

    Present Financial Models: Storyboard to Success

    Skills you'll gain: Data Presentation, Data Visualization, Data Storytelling, Financial Modeling, Presentations, Data-Driven Decision-Making, Storytelling, Business Communication, Persuasive Communication

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    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, Financial Management, Capital Budgeting, Financial Analysis, Budget Management, Financial Modeling, Financial Reporting, Financial Statement Analysis, Cost Estimation, Financial Statements, Return On Investment, Accounting, Budgeting, Microsoft Excel

    4.3
    Rating, 4.3 out of 5 stars
    ·
    7 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Lead for Results: From Planning to Execution

    Skills you'll gain: Performance Analysis, Process Analysis, Goal Setting, Delegation Skills, Performance Measurement, Project Management, Meeting Facilitation, Time Management, Team Performance Management, Goal-Oriented, Project Risk Management, Project Coordination, Productivity, Leadership, Conflict Management, Negotiation, Prioritization, Planning, Organizational Strategy, Organizational Development

    4.9
    Rating, 4.9 out of 5 stars
    ·
    14 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
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    C

    Coursera

    Plan Resources Gantt Project Setup & Planning

    Skills you'll gain: Resource Allocation, Timelines, Project Performance, Resource Utilization, Resource Planning, Resource Management, Capacity Planning, Variance Analysis, Project Controls, Project Schedules, Capacity Management, Scheduling, Project Planning, Workforce Management, Performance Analysis, Root Cause Analysis, Continuous Improvement Process

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Financial Risk Management and Market Analysis

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Simplilearn

    Agile Estimation Planning and Tracking Training

    Skills you'll gain: User Story, Project Estimation, Sprint Planning, Agile Project Management, Agile Methodology, Estimation, Stakeholder Communications, Backlogs, Agile Product Development, Stakeholder Engagement, Project Controls, Project Planning, Strategic Prioritization, Prioritization, Project Management, Forecasting, Continuous Monitoring, Persona Development

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Project Scoping, Scope Management, Project Schedules, Work Breakdown Structure, Workflow Management, Timelines, Organizational Skills, Scheduling, Organizational Structure, Resource Management, Matrix Management, Resource Allocation

    4.8
    Rating, 4.8 out of 5 stars
    ·
    117 reviews

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Case Studies, Financial Analysis, Cash Flows, Balance Sheet, Data Storytelling, Benchmarking, Financial Data, Income Statement, Business Metrics, Communication, Performance Measurement, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Financial Forecasting, Cash Flows, Balance Sheet, Financial Data, Excel Formulas, Microsoft Excel, Case Studies, Forecasting, Finance

    4.4
    Rating, 4.4 out of 5 stars
    ·
    512 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    B

    Board Infinity

    Master Financial Analysis & Modeling Fundamentals

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Modeling, Financial Analysis, Working Capital, Business Valuation, Financial Data, Financial Forecasting, Income Statement, Balance Sheet, Forecasting, Business Metrics, Accounting and Finance Software, Cash Flows, Budgeting, Variance Analysis, Trend Analysis, Spreadsheet Software, Operational Efficiency, Google Sheets

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    US GAAP Accounting & Financial Reporting Mastery

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Reporting, Financial Statements, Revenue Recognition, Financial Statement Analysis, Non-Profit Accounting, Technical Accounting, Balance Sheet, Fund Accounting, Income Statement, Cash Flows, Expense Management, Mergers & Acquisitions, Contract Accounting, Financial Accounting, Standard Accounting Practices, Inventory Accounting, Intercompany Accounting, Financial Data, Accounting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    58 reviews

    Beginner · Specialization · 1 - 3 Months

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

  • Best Practices in Planning DE&I Interventions: Rice University
  • Present Financial Models: Storyboard to Success: Coursera
  • Finance for Non-finance Professionals: University of Cambridge
  • Lead for Results: From Planning to Execution: Harvard Business Review
  • Plan Resources Gantt Project Setup & Planning: Coursera
  • Financial Risk Management and Market Analysis: EDUCBA
  • Agile Estimation Planning and Tracking Training: Simplilearn
  • Project Management: Life cycle and project planning: Politecnico di Milano
  • Financial Statements for Liquidity Insights: Coursera
  • Valuation and Financial Analysis For Startups: Yonsei University

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