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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 Alberta

    Agile Planning for Software Products

    Skills you'll gain: Sprint Planning, Risk Management Framework, Agile Software Development, User Story, Backlogs, Agile Methodology, User Requirements Documents, Scrum (Software Development), Agile Project Management, Requirements Analysis, Software Development, Risking, Dependency Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • U

    University of Illinois Urbana-Champaign

    Financial Reporting Capstone

    Skills you'll gain: Accrual Accounting, Accruals, Financial Reporting, Financial Accounting, Financial Statements, Financial Statement Analysis, Peer Review, Accounting, Balance Sheet, Income Statement, Equities, Inventory Accounting, Investments

    3.5
    Rating, 3.5 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Planning of Hydropower Projects

    Skills you'll gain: Construction, Construction Engineering, Hydrology, Construction Management, Hydraulics, Water Resource Management, Civil Engineering, Water Resources, Energy and Utilities, Environmental Engineering, Electrical Power, Structural Engineering, Sustainable Technologies, Structural Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    Y

    Yale University

    The Global Financial Crisis

    Skills you'll gain: Crisis Management, Financial Policy, Mortgage Loans, Financial Regulation, Financial Systems, Public Policies, Credit Risk, Risk Management Framework, Financial Market, Consumer Lending, International Finance, Banking, Financial Analysis, Economics

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Planning: Putting It All Together

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Project Risk Management, Communication Planning, Project Documentation, Milestones (Project Management), Project Schedules, Risk Management, Project Estimation, Cost Management, Budget Management, Risk Management Framework, Budgeting, Risk Mitigation, Document Management, Estimation, Cost Estimation, Procurement, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Starweaver

    Foundations of Financial Statement

    Skills you'll gain: Financial Statements, Financial Accounting, Financial Reporting, Financial Statement Analysis, Financial Modeling, Income Statement, Accounting, Bookkeeping, Balance Sheet, Cash Flows, Financial Analysis, Accounting Records, Revenue Recognition, Business Valuation, Income Tax, Excel Formulas

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Financial Statement Applications

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Inventory Accounting, Generally Accepted Accounting Principles (GAAP), Income Statement, Financial Reporting, Cash Flows, Balance Sheet, Accounting, Financial Forecasting, Gross Profit, Working Capital, Accrual Accounting, Capital Expenditure, Trend Analysis

    Build toward a degree

    3.4
    Rating, 3.4 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 3 Months

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

    Corporate Finance Institute

    Real Estate Financial Modeling

    Skills you'll gain: Financial Modeling, Cash Flow Forecasting, Feasibility Studies, Cash Flows, Project Finance, Real Estate, Property and Real Estate, Financial Analysis, Microsoft Excel, Return On Investment, Corporate Finance, Risk Analysis, Waterfall Methodology

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of California, Santa Barbara

    Foundations of Financial Reporting

    Skills you'll gain: Financial Reporting, Generally Accepted Accounting Principles (GAAP), Financial Accounting, Ledgers (Accounting), Financial Statements, Financial Statement Analysis, Accruals, Accrual Accounting, Bookkeeping, General Accounting, Business Reporting, Balance Sheet, Balancing (Ledger/Billing), Accounting, Standard Accounting Practices, General Ledger, Income Statement, Accounting Records, Month End Closing, Cash Flows

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management: Initiating and Planning

    Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Stakeholder Engagement, Project Management, Engineering Management, Project Management Life Cycle, Stakeholder Analysis, Project Scoping, Stakeholder Communications, Planning, Project Planning, Cost Benefit Analysis, Requirements Management, Project Performance, Financial Analysis, Project Management Institute (PMI) Methodology, Business Analysis, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    3.5K reviews

    Beginner · Course · 1 - 3 Months

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

    Coursera

    Model Scenarios: Financial Outcomes

    Skills you'll gain: Financial Forecasting, Risk Analysis, Analysis, Scenario Testing, Business Metrics, Mathematical Modeling, Forecasting, Risk Modeling, Excel Formulas, Financial Reporting, Business Modeling, Management Reporting, Performance Stress Testing, Business Risk Management, Data Analysis, Decision Support Systems

    Intermediate · Course · 1 - 4 Weeks

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

    Coursera

    Bookkeeping: Verify Financial Accuracy

    Skills you'll gain: Bookkeeping, Ledgers (Accounting), Financial Controls, Auditing, Accounting, General Ledger, General Accounting, Financial Analysis, Investigation, Verification And Validation, Internal Controls, Financial Reporting, Journals

    Intermediate · Course · 1 - 4 Weeks

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

  • Agile Planning for Software Products: University of Alberta
  • Financial Reporting Capstone: University of Illinois Urbana-Champaign
  • Planning of Hydropower Projects: L&T EduTech
  • The Global Financial Crisis: Yale University
  • Project Planning: Putting It All Together: Google
  • Foundations of Financial Statement: Starweaver
  • Financial Statement Applications: Illinois Tech
  • Real Estate Financial Modeling: Corporate Finance Institute
  • Foundations of Financial Reporting: University of California, Santa Barbara
  • Engineering Project Management: Initiating and Planning: Rice University

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