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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


  • E

    EDUCBA

    Apply Financial Risk, Capital & Governance Analytics

    Skills you'll gain: Risk Management Framework, Governance Risk Management and Compliance, Risk Modeling, Risk Analysis, Financial Analysis, Financial Market, Financial Trading, Cyber Governance, Risk Management, Bank Regulations, Financial Regulations, Financial Systems, Operational Risk, Analysis, Financial Data, Financial Services, Supplier Risk Management, Hedge Accounting, Governance, Capital Budgeting

    Beginner · Specialization · 3 - 6 Months

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

    Coursera

    Visualize & Evaluate Financial Performance Reports

    Skills you'll gain: Performance Reporting, Business Reporting, Data Presentation, Financial Reporting, Management Reporting, Data Visualization, Data Storytelling, Financial Acumen, Performance Analysis, Case Studies, User Feedback, Constructive Feedback, Usability Testing, Communication

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Financial Analysis & Tax Accounting: Apply & Evaluate

    Skills you'll gain: Working Capital, Balance Sheet, Income Statement, Tax Management, Financial Reporting, Specialized Accounting, Case Studies, Technical Accounting, Operational Efficiency, Return On Investment, Corporate Tax, Accounts Receivable

    ★ 5 (17) · Mixed · Course · 1 - 4 Weeks

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

    Coursera

    DMAIC: Optimize Financial Processes Fast

    Skills you'll gain: Process Improvement, Lean Six Sigma, Six Sigma Methodology, Root Cause Analysis, Process Analysis, Process Improvement and Optimization, Process Mapping, Business Process Improvement, Process Management, Business Process Management, Business Process, Quality Improvement, Process Optimization, Financial Data, Lean Manufacturing, Business Reporting, Financial Controls, Data-Driven Decision-Making, Business Workflow Analysis, Process Flow Diagrams

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    PMI-ACP Exam Prep: Agile Foundations & Planning

    Skills you'll gain: Stakeholder Management, Agile Project Management, Stakeholder Engagement, Sprint Planning, Stakeholder Analysis, Agile Methodology, Stakeholder Communications, Project Planning, Requirements Management, Release Management, Project Management Institute (PMI) Methodology, Backlogs, Project Scoping, Scope Management, Timelines, Project Estimation, Prioritization, Estimation

    Mixed · Course · 1 - 4 Weeks

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

    University of Illinois Urbana-Champaign

    Financial Statement and Ratio Analysis for Accountants

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Balance Sheet, Income Statement, General Accounting, Generally Accepted Accounting Principles (GAAP), Finance, Financial Forecasting, Equities, Annual Reports, Return On Investment, Business Valuation

    ★ 4.8 (110) · Intermediate · Course · 1 - 3 Months

    Category: Preview
    Preview
    Category: Build toward a degree
    Build toward a degree
  • C

    Copenhagen Business School

    Social Business Model and Planning for Social Innovation

    Skills you'll gain: Business Planning, Social Impact, Team Collaboration, Organizational Structure, Business Modeling, Entrepreneurship, Business Strategies, Entrepreneurial Finance, Fundraising, Organizational Strategy, Value Propositions, Investments, Presentations

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

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

    Copenhagen Business School

    FinTech and the Transformation in Financial Services

    Skills you'll gain: FinTech, Payment Systems, Financial Services, International Finance, Payment Processing, Financial Systems, Mobile Banking, Banking Services, Digital Transformation, Financial Regulation, Blockchain, Financial Regulations, Financial Market, Banking, Retail Banking, Credit/Debit Card Processing, Automated Clearing House, Bank Regulations, Emerging Technologies, Payment Processing and Collection

    ★ 4.3 (1.2K) · Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Advanced Corporate Accounting and Financial Reporting

    Skills you'll gain: Hedge Accounting, International Financial Reporting Standards, Financial Reporting, Regulatory Requirements, Financial Regulations, Profit and Loss (P&L) Management, Law, Regulation, and Compliance, Business Valuation, Reconciliation, Consolidation, Financial Regulation, Compliance Reporting, Intercompany Accounting, Accounting Systems, Technical Accounting, Accounting, Corporate Accounting, Tax Compliance, Capital Markets, Business Mathematics

    ★ 4.5 (31) · Beginner · Specialization · 3 - 6 Months

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

    Coursera

    TikTok Planning: Manage Content Like a Pro

    Skills you'll gain: TikTok, Content Scheduling, Social Media Content, Content Strategy, Content Development and Management, Calendar Management, Workflow Management, Content Creation, Content Management, Social Media Management, Scheduling, Market Opportunities

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Modeling Portfolios and Job Search for Financial Analysts

    Skills you'll gain: Interviewing Skills, Financial Modeling, Concision, Storytelling, Presentations, Financial Analysis, Professional Networking, Technical Communication, LinkedIn, Job Evaluation

    Beginner · Course · 1 - 4 Weeks

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

    The University of Melbourne

    Corporate Financial Decision-Making for Value Creation

    Skills you'll gain: Corporate Finance, Corporate Strategy, Financial Management, Derivatives, Financial Modeling, Mergers & Acquisitions, Capital Budgeting, Business Valuation, Risk Management, Equities, Investment Banking, Securities (Finance), Investments, Return On Investment, Capital Markets, Cash Flows

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

    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…333435…514

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

  • Apply Financial Risk, Capital & Governance Analytics: EDUCBA
  • Visualize & Evaluate Financial Performance Reports: Coursera
  • Financial Analysis & Tax Accounting: Apply & Evaluate: EDUCBA
  • DMAIC: Optimize Financial Processes Fast: Coursera
  • PMI-ACP Exam Prep: Agile Foundations & Planning: EDUCBA
  • Financial Statement and Ratio Analysis for Accountants: University of Illinois Urbana-Champaign
  • Social Business Model and Planning for Social Innovation: Copenhagen Business School
  • FinTech and the Transformation in Financial Services: Copenhagen Business School
  • Advanced Corporate Accounting and Financial Reporting: EDUCBA
  • TikTok Planning: Manage Content Like a Pro: Coursera

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