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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


  • P

    Politecnico di Milano

    Fundamentals of financial and management accounting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Accounting, Financial Reporting, Management Accounting, Financial Accounting, Financial Analysis, General Accounting, Balance Sheet, Capital Budgeting, Standard Accounting Practices, Cost Accounting, Income Statement, Cost Management, Cash Flows, Capital Expenditure, Decision Making

    ★ 4.7 (746) · Beginner · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • P

    Packt

    Strategic Impact: A Leader's Planning Framework

    Skills you'll gain: Strategic Communication, Strategic Leadership, Drive Engagement, Strategic Planning, Business Planning, Performance Measurement, Communication Strategies, Employee Engagement, Organizational Strategy, Key Performance Indicators (KPIs), Plan Execution, Meeting Facilitation, Planning, Performance Metric, Dashboard, Discussion Facilitation, Business Strategy, Leadership Development, Team Building, Teamwork

    Intermediate · Course · 1 - 3 Months

    Category: New
    New
    Category: Credit offered
    Credit offered
  • P

    PracticalGrowth

    Project Planning and Delivery: From Scope to Launch

    Skills you'll gain: Project Planning, Prioritization, Project Scoping, Sprint Planning, Strategic Prioritization, Project Implementation, Project Management, Project Schedules, Project Coordination, Product Roadmaps, Milestones (Project Management), Stakeholder Communications, Project Estimation, Work Breakdown Structure, Communication Planning, Scope Management, Project Documentation, Scrum (Software Development), Project Performance, Release Management

    Intermediate · Course · 1 - 4 Weeks

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

    University of Colorado System

    Planning, HUDs, and Spawners in GameMaker

    Skills you'll gain: Video Game Development, Game Design, Unity Engine, Unreal Engine, Program Development, No-Code Development, User Interface (UI)

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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 (61) · Intermediate · Course · 1 - 3 Months

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

    Coursera

    Classify Financial Services: Apply Your Skills

    Skills you'll gain: Banking Services, Financial Services, Banking, Retail Banking, Analytical Skills, Deductive Reasoning, Financial Regulation, Analysis, Finance, Investment Banking, Asset Management, Company, Product, and Service Knowledge, Decision Making, Detail Oriented

    Intermediate · Course · 1 - 4 Weeks

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

    Vanderbilt University

    ChatGPT for Project Management: Insight, Planning, & Success

    Skills you'll gain: LLM Application, Large Language Modeling, Project Planning, Prompt Patterns, ChatGPT, Risk Analysis, Timelines, Project Risk Management, Performance Metric, Project Schedules, Project Management, Organizational Skills, Prompt Engineering, Risk Management, Key Performance Indicators (KPIs), Work Breakdown Structure, Generative AI

    ★ 4.7 (79) · Mixed · Course · 1 - 4 Weeks

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

    University of Illinois Urbana-Champaign

    Introduction to Financial Analysis - The "Why?"

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Finance, Accounting, Financial Accounting, Business Valuation, General Accounting, Financial Acumen, Financial Statements, Financial Management, Balance Sheet, Corporate Finance, Income Statement, Accounting Records, Entrepreneurial Finance, Risk Analysis, Cash Flows, Equities, Organizational Structure, Governance

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

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

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Excel Formulas, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, SQL, Data Import/Export

    ★ 4.7 (43) · Beginner · Course · 1 - 3 Months

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

    University of Pennsylvania

    Fintech: Foundations & Applications of Financial Technology

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Payment Systems, Return On Investment, Blockchain, Cryptography, Credit/Debit Card Processing, Cryptographic Protocols, Portfolio Risk, Digital Assets, Financial Services, Payment Processing, Investments, Lending and Underwriting, Investment Management, Technology Strategies, General Lending, Emerging Technologies, Market Share

    ★ 4.6 (3.8K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
  • 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, Stakeholder Management, Project Controls, Project Planning, Prioritization, Project Management, Forecasting, Release Management, Continuous Monitoring, Persona Development

    Beginner · Course · 1 - 3 Months

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

    Northeastern University

    Planning and Managing Information Systems Development Part 2

    Skills you'll gain: Enterprise Architecture, Stakeholder Engagement, Resource Management, Project Risk Management, Stakeholder Management, Risk Management, Information Technology Architecture, Resource Planning, Procurement, Resource Allocation, Enterprise Modeling, Stakeholder Communications, IT Management, Project Management, Risk Management Framework, Risk Analysis, Information Systems, Communication Strategies, Communication Planning, Management Information Systems

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
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In summary, here are 10 of our most popular financial planning courses

  • Fundamentals of financial and management accounting: Politecnico di Milano
  • Strategic Impact: A Leader's Planning Framework: Packt
  • Project Planning and Delivery: From Scope to Launch: PracticalGrowth
  • Planning, HUDs, and Spawners in GameMaker: University of Colorado System
  • Best Practices in Planning DE&I Interventions: Rice University
  • Classify Financial Services: Apply Your Skills: Coursera
  • ChatGPT for Project Management: Insight, Planning, & Success: Vanderbilt University
  • Introduction to Financial Analysis - The "Why?": University of Illinois Urbana-Champaign
  • Financial Statements in Power BI: Corporate Finance Institute
  • Fintech: Foundations & Applications of Financial Technology: University of Pennsylvania

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