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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


  • B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Coordinating, Meeting Facilitation, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Budgeting & Visualize Financial Variances

    Skills you'll gain: Variance Analysis, Dashboard Creation, Dashboard, Budget Management, Data Storytelling, Financial Reporting, Business Metrics, Financial Acumen, Spreadsheet Software, Financial Analysis, Budgeting, Data Presentation, Business Reporting, Financial Data, Data Visualization, Cost Management, Management Reporting, Financial Forecasting

    Intermediate · Course · 1 - 4 Weeks

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

    Saïd Business School, University of Oxford

    AI Fundamentals in Financial Services

    Skills you'll gain: Machine Learning Methods, Financial Services, Artificial Intelligence, Responsible AI, FinTech, Financial Data, Decision Intelligence, Financial Regulation, Banking, Fraud detection, Machine Learning, Unsupervised Learning, Data Ethics, Natural Language Processing, AI Personalization, Deep Learning, Credit Risk, Reinforcement Learning, Algorithms, Data Management

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

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

    Coursera

    Analyze Financial Models: Scenarios and Sensitivity

    Skills you'll gain: Strategic Decision-Making, Microsoft Excel, Financial Modeling, Excel Formulas, Case Studies, Financial Analysis, Risk Analysis, Strategic Thinking, Financial Forecasting, Business Analysis, Spreadsheet Software, Risk Modeling, Financial Data, Data-Driven Decision-Making, Scenario Testing, Risk Management, Forecasting, Data Presentation, Presentations

    Intermediate · Course · 1 - 4 Weeks

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

    Skillshare

    ChatGPT for Content Creation and Planning

    Skills you'll gain: Prompt Patterns, Content Optimization, AI powered creativity, Digital Publishing, AI Personalization, Driving engagement, AI literacy, Process Optimization, Business Process Automation, LLM Application, Business Process

    ★ 4.2 (18) · Beginner · Specialization · 1 - 3 Months

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

    Packt

    Planning & Control with Oracle Primavera PPM Professional

    Skills you'll gain: Earned Value Management, Project Controls, Project Planning, Project Performance, Project Management Software, Cost Management, Project Portfolio Management, Budget Management, Performance Reporting, Expense Management, Process Improvement and Optimization, Report Writing, Administration, System Configuration, Dependency Analysis, Data Visualization, User Accounts, Data Import/Export, Database Administration

    ★ 4.7 (116) · Beginner · Specialization · 3 - 6 Months

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

    Duke University

    Risk Management and Financial Theory

    Skills you'll gain: Risk Management, Business Risk Management, Credit Risk, Risk Mitigation, Stakeholder Communications, Operational Risk, Proposal Development, Risk Analysis, Finance, Business Planning, Stakeholder Management, Stakeholder Engagement, Business Strategies, Financial Analysis, Organizational Strategy, Strategic Thinking, Strategic Decision-Making

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

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

    Coursera

    BIM Fundamentals: Smarter Building Design & Planning

    Skills you'll gain: Autodesk Revit, Building Information Modeling, Document Management, Autodesk, Construction, Engineering Documentation, Architecture and Construction, Building Design, Model Based Systems Engineering, Collaborative Software, Project Coordination, Computer-Aided Design, Digital Transformation, Architectural Design, Construction Management, Collaboration, Information Management, Data Modeling, Coordination, Data Visualization

    ★ 4.2 (17) · Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Design, Analyze, and Explain Financial Performance

    Skills you'll gain: Performance Reporting, Dashboard, Performance Analysis, Variance Analysis, Dashboard Creation, Financial Reporting, Financial Analysis, Business Reporting, Financial Data, Data Presentation, Data Storytelling, Communication, Interactive Data Visualization, Report Writing, Business Communication, Data Analysis, Data Visualization Software, Concision

    Intermediate · Course · 1 - 4 Weeks

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

    Starweaver

    Business Analysis Mastery: Planning, Skills, and Perspective

    Skills you'll gain: Stakeholder Engagement, Business Analysis, Stakeholder Management, Business Systems Analysis, Business Intelligence, Business Analysis Tools, Business Process, Business Planning, Stakeholder Analysis, Business Process Modeling, Process Management, Stakeholder Communications, Business Process Management, Requirements Elicitation, Enterprise Architecture, Business Analytics, Drive Engagement, Planning, Governance, Adaptability

    ★ 4.7 (91) · Intermediate · Course · 1 - 4 Weeks

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

    Simplilearn

    Generative AI in Project Planning Training

    Skills you'll gain: Risk Analysis, Risk Management, AI literacy, Risk Mitigation, Agile Methodology, AI Workflows, LLM Application, Project Performance

    Beginner · Course · 1 - 4 Weeks

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

    INSEAD

    Blockchain Transformations of Financial Services

    Skills you'll gain: Blockchain, FinTech, Payment Systems, Governance, Financial Services, Financial Regulation, Ledgers (Accounting), Financial Inclusion, Banking Services, Financial Systems, Payment Processing, Innovation, Accounting, Emerging Technologies, Digital Assets, Regulatory Requirements, Financial Management, Law, Regulation, and Compliance

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

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…252627…514

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

  • Scrum Fundamentals and Industry Planning Techniques: Board Infinity
  • Budgeting & Visualize Financial Variances: Coursera
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • Analyze Financial Models: Scenarios and Sensitivity: Coursera
  • ChatGPT for Content Creation and Planning: Skillshare
  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • Risk Management and Financial Theory: Duke University
  • BIM Fundamentals: Smarter Building Design & Planning: Coursera
  • Design, Analyze, and Explain Financial Performance: Coursera
  • Business Analysis Mastery: Planning, Skills, and Perspective: Starweaver

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