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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


  • Status: Free Trial
    Free Trial
    C

    Coursera

    Financial Reporting: Ledgers, Taxes, Auditing Best Practices

    Skills you'll gain: Ledgers (Accounting), Tax Planning, Tax Management, Auditing, Tax Compliance, Income Tax, Financial Auditing, Financial Reporting, General Ledger, Accounting Records, Regulatory Compliance, Compliance Management, Financial Controls, Reconciliation

    4.5
    Rating, 4.5 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    University of Illinois Urbana-Champaign

    Forecasting Financial Statements & Valuation for Accountants

    Skills you'll gain: Business Valuation, Financial Statement Analysis, Financial Forecasting, Financial Statements, Financial Acumen, Financial Reporting, Forecasting, Financial Analysis, Financial Modeling, Analysis, Generally Accepted Accounting Principles (GAAP), Finance

    Build toward a degree

    4.6
    Rating, 4.6 out of 5 stars
    ·
    40 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financial Risk Management with R

    Skills you'll gain: Portfolio Risk, Financial Market, Risk Management, Risk Analysis, Financial Trading, Probability Distribution, R (Software), Financial Data, R Programming, Portfolio Management, Statistical Programming, Securities (Finance), Time Series Analysis and Forecasting, Estimation, Statistical Modeling, Simulation and Simulation Software

    4.3
    Rating, 4.3 out of 5 stars
    ·
    257 reviews

    Intermediate · Course · 1 - 4 Weeks

  • P

    Packt

    Project Finance & Excel: Build Financial Models from Scratch

    Skills you'll gain: Timelines, Return On Investment, Financial Statements, Financial Analysis, Balance Sheet, Construction Management, Capital Expenditure, Operating Cost, Income Statement, Cash Flow Forecasting, Microsoft Excel, Scheduling, Cash Flows, Revenue Forecasting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Management and financial accounting: Know your numbers 1

    Skills you'll gain: Governance, Management Accounting, Budgeting, Financial Modeling, Financial Data, Accounting, Financial Analysis, Forecasting, Financial Acumen, Financial Statement Analysis, Financial Accounting, Financial Statements, Business Acumen, Business Metrics, Business Management, Organizational Strategy, Strategic Decision-Making, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    322 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    Y

    Yonsei University

    Applying Investment Decision Rules for Startups

    Skills you'll gain: Capital Budgeting, Financial Analysis, Cost Benefit Analysis, Return On Investment, Investment Management, Financial Modeling, Cash Flows, Project Finance, Project Estimation, Decision Making, Depreciation, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
    ·
    87 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Financial Accounting Explained

    Skills you'll gain: Financial Reporting, Financial Statements, Accounting Software, Financial Accounting, Ledgers (Accounting), Financial Statement Analysis, Accounting Records, Accounting, Generally Accepted Accounting Principles (GAAP), Balance Sheet, Income Statement, Finance, Business Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    106 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Analysis of Scenarios and Decisions

    Skills you'll gain: Variance Analysis, Performance Measurement, Management Accounting, Return On Investment, Financial Management, Cost Management, Budgeting, Financial Analysis, Cost Accounting, Operational Analysis, Performance Management, Key Performance Indicators (KPIs), Data Analysis, Planning, Decision Making

    4.8
    Rating, 4.8 out of 5 stars
    ·
    110 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Content Marketing, Balance Sheet, Profit and Loss (P&L) Management, Cash Flows, Registration, Web Servers

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    D

    Duke University

    Building Financial Models for Entrepreneurs

    Skills you'll gain: Financial Modeling, Entrepreneurial Finance, Financial Forecasting, Capital Budgeting, Entrepreneurship, Cash Flow Forecasting, Financial Data, Financial Analysis, Business Modeling, Finance, Negotiation, Investments, Microsoft Excel

    5
    Rating, 5 out of 5 stars
    ·
    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Financial Management for Product Leaders

    Skills you'll gain: Financial Statements, Financial Modeling, Proposal Writing, Financial Accounting, Corporate Finance, Business Metrics, Business Valuation, Capital Budgeting, Entrepreneurial Finance, Financial Management, Cost Benefit Analysis, Project Finance, Finance, Return On Investment, Accounting and Finance Software, Product Management, Presentations, Cash Flows

    4.5
    Rating, 4.5 out of 5 stars
    ·
    76 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    RiskWise: Insurance and Your Financial Future

    Skills you'll gain: Insurance, Risk Management, Wealth Management, Financial Planning, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Case Studies, Innovation

    Beginner · Course · 1 - 4 Weeks

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

  • Financial Reporting: Ledgers, Taxes, Auditing Best Practices: Coursera
  • Forecasting Financial Statements & Valuation for Accountants: University of Illinois Urbana-Champaign
  • Financial Risk Management with R: Duke University
  • Project Finance & Excel: Build Financial Models from Scratch: Packt
  • Management and financial accounting: Know your numbers 1: Macquarie University
  • Applying Investment Decision Rules for Startups: Yonsei University
  • Financial Accounting Explained: Coursera
  • Financial Analysis of Scenarios and Decisions: University of Illinois Urbana-Champaign
  • Financial & Technical Skills for Business Success: Packt
  • Building Financial Models for Entrepreneurs: Duke University

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