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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


  • C

    Coursera

    Financial Reporting with Tableau: Parameters & Filters

    Skills you'll gain: Dashboard, Dashboard Creation, Tableau Software, Interactive Data Visualization, Financial Reporting, Data Presentation, Financial Data, Management Reporting, Business Reporting, Financial Statements, Business Intelligence, Financial Acumen, Financial Analysis, Data Visualization Software, Performance Analysis, Key Performance Indicators (KPIs)

    Intermediate · Guided Project · Less Than 2 Hours

    Category: Credit offered
    Credit offered
  • U

    University of Illinois Urbana-Champaign

    Financial Statements, SEC Filings and Ratio Analysis

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Reporting, Critical Thinking, Financial Forecasting, Analytical Skills, Financial Data, Financial Accounting, Accounting, Equities, Forecasting, Annual Reports, Business Valuation, Generally Accepted Accounting Principles (GAAP)

    ★ 4.8 (24) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
    Category: Credit offered
    Credit offered
  • B

    Banco Interamericano de Desarrollo

    Perspectives in Digital Transformation: Financial Inclusion

    Skills you'll gain: Financial Inclusion, Digital Transformation, FinTech, Digital Analysis, Mobile Banking, Financial Data, Experience Design, Business Transformation, Diversity Equity and Inclusion Initiatives, Financial Services, Financial Systems, Data-Driven Decision-Making, Customer experience improvement, Innovation, Technology Roadmaps, Human Capital

    Beginner · Course · 1 - 4 Weeks

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

    Coursera

    Financial Statements: Analyze and Apply Key Ratios

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Analysis, Balance Sheet, Financial Data, Spreadsheet Software, Income Statement, Financial Reporting, Financial Accounting, Gross Profit, Business Metrics, Performance Analysis, Cash Flows, Annual Reports, Benchmarking

    Intermediate · Course · 1 - 4 Weeks

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

    University of California, Irvine

    Interviewing, Negotiating a Job Offer, and Career Planning

    Skills you'll gain: Smart Goals, Goal Setting, Interviewing Skills, Workforce Development, Negotiation, Professional Development, Compensation Strategy, Compensation and Benefits, Recruitment, Data Science, Communication, Critical Thinking and Problem Solving, Verbal Communication Skills, Non-Verbal Communication

    ★ 4.9 (11) · Beginner · Course · 1 - 4 Weeks

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

    Copenhagen Business School

    Digital Transformation of Financial Services - Capstone Project

    Skills you'll gain: Case Studies, Financial Services, Digital Transformation, Banking, FinTech, Competitive Analysis, Analysis, Business Analysis, Technology Strategies, Innovation, Business Transformation, Concision

    ★ 4.5 (182) · Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Financial Markets with Technical Analysis

    Skills you'll gain: Portfolio Risk, Securities (Finance), Data Analysis, International Finance

    Beginner · Course · 1 - 4 Weeks

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

    Northwestern University

    Modern Robotics, Course 4: Robot Motion Planning and Control

    Skills you'll gain: Machine Controls, Robotics, Control Systems, Process Control, Graph Theory, Algorithms, Virtual Environment, Simulation and Simulation Software, Mathematical Modeling, Data Structures, Torque (Physics)

    ★ 4.9 (139) · Intermediate · Course · 1 - 4 Weeks

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

    Michigan State University

    Planning: Principled, Proposing, Proofing, and Practicing to a Success Plan

    Skills you'll gain: Value Propositions, Business Planning, Business Modeling, Entrepreneurship, Verification And Validation, Milestones (Project Management), Business Strategies, Product Development, Financial Forecasting, Financial Modeling, New Business Development, Plan Execution, Financial Analysis, Customer Insights

    ★ 4.5 (183) · Mixed · Course · 1 - 3 Months

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

    INSEAD

    Blockchain in Financial Services: Strategic Action Plan

    Skills you'll gain: Blockchain, Business Planning, Plan Execution, Strategic Thinking, Business Strategies, Business Strategy, Strategic Decision-Making, FinTech, Strategic Partnership, Work Breakdown Structure, Decision Making, Market Opportunities, Solution Design, Proposal Development, Financial Services, Business Modeling, Competitive Analysis, Market Analysis, Case Studies, Needs Assessment

    ★ 4.4 (70) · Intermediate · Course · 1 - 3 Months

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

    EDUCBA

    Master Automobile Budgeting: Analyze Financial Performance

    Skills you'll gain: Financial Data, Revenue Forecasting, Trend Analysis, Financial Statement Analysis, Financial Analysis, Cost Estimation, Budgeting, Financial Modeling, Performance Analysis, Cost Management, Financial Forecasting, Operating Budget, Operating Cost, Income Statement, Gross Profit

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Cleanse, Analyze and Validate Financial Data

    Skills you'll gain: Data Validation, Pivot Tables And Charts, Dashboard, Microsoft Excel, Dashboard Creation, Financial Data, Data Cleansing, Case Studies, Data Transformation, Data Quality, Data Integrity, Spreadsheet Software, Data Wrangling, Data Management, Data Manipulation, Data Integration, Financial Analysis, Data Import/Export, Automation

    Intermediate · Course · 1 - 4 Weeks

    Category: New
    New
    Status: Free Trial
    Free Trial
    Category: Credit offered
    Credit offered
1…353637…514

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

  • Financial Reporting with Tableau: Parameters & Filters: Coursera
  • Financial Statements, SEC Filings and Ratio Analysis: University of Illinois Urbana-Champaign
  • Perspectives in Digital Transformation: Financial Inclusion: Banco Interamericano de Desarrollo
  • Financial Statements: Analyze and Apply Key Ratios: Coursera
  • Interviewing, Negotiating a Job Offer, and Career Planning: University of California, Irvine
  • Digital Transformation of Financial Services - Capstone Project: Copenhagen Business School
  • Analyze Financial Markets with Technical Analysis: EDUCBA
  • Modern Robotics, Course 4: Robot Motion Planning and Control: Northwestern University
  • Planning: Principled, Proposing, Proofing, and Practicing to a Success Plan: Michigan State University
  • Blockchain in Financial Services: Strategic Action Plan: INSEAD

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