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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


  • 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
  • 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
  • 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
  • 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
  • U

    University of Pennsylvania

    Finance & Quantitative Modeling for Analysts

    Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statements, Business Modeling, Mathematical Modeling, Finance, Regression Analysis, Financial Modeling, Statistical Modeling, Income Statement, Risk Analysis, Financial Analysis, Spreadsheet Software, Predictive Modeling, Financial Forecasting, Microsoft Excel, Corporate Finance

    ★ 4.5 (17K) · Beginner · Specialization · 3 - 6 Months

    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
  • 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
  • C

    Coursera

    Analyze Financial Sensitivities with Data Tables

    Skills you'll gain: Financial Modeling, Risk Modeling, Risk Management, Spreadsheet Software, Data Analysis, Strategic Decision-Making

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Analyze Investment Banking Fundamentals & Financial Deals

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Market Analysis, Investments, Financial Services, Financial Market, Capital Markets, Financial Analysis, Market Research, Financial Trading, Corporate Finance, Business Strategies, Sales

    Mixed · Course · 1 - 4 Weeks

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

    University of Maryland, College Park

    Risk Management Planning with Expert Judgement

    Skills you'll gain: Risk Analysis, Project Risk Management, Construction Management, Project Design, Quality Assurance, Risk Management, Project Planning, Contract Management, Project Coordination, Project Management, Quality Assurance and Control, Cost Management, Decision Making

    Intermediate · Course · 1 - 3 Months

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

    Coursera

    Build and Evaluate Robust Financial Models

    Skills you'll gain: Financial Modeling, Microsoft Excel, Financial Forecasting, Excel Formulas, Cash Flow Forecasting, Auditing, Business Modeling, Risk Analysis, Financial Analysis, Spreadsheet Software, Cash Flows, Business Valuation, Model Evaluation, Dependency Analysis, Verification And Validation, Quality Assurance

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    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

  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • AI Fundamentals in Financial Services: Saïd Business School, University of Oxford
  • Scrum Fundamentals and Industry Planning Techniques: Board Infinity
  • Risk Management and Financial Theory: Duke University
  • BIM Fundamentals: Smarter Building Design & Planning: Coursera
  • Finance & Quantitative Modeling for Analysts: University of Pennsylvania
  • ChatGPT for Content Creation and Planning: Skillshare
  • Budgeting & Visualize Financial Variances: Coursera
  • Analyze Financial Sensitivities with Data Tables: Coursera
  • Analyze Investment Banking Fundamentals & Financial Deals: EDUCBA

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