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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
    Y

    Yonsei University

    Valuation and Financial Analysis For Startups

    Skills you'll gain: Capital Budgeting, Financial Statements, Financial Statement Analysis, Business Valuation, Financial Analysis, Cash Flow Forecasting, Strategic Decision-Making, Cost Benefit Analysis, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Cash Flows, Balance Sheet, Microsoft Excel, Financial Management, Investment Management, Financial Forecasting, Case Studies, Forecasting

    4.4
    Rating, 4.4 out of 5 stars
    ·
    505 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    R

    Rutgers the State University of New Jersey

    Generative AI & Governmental Financial Reporting

    Skills you'll gain: Prompt Engineering, Scalability, Large Language Modeling, Governmental Accounting, Unstructured Data, LLM Application, Financial Data, Generative AI, Accounting, Artificial Intelligence, Robotic Process Automation, Financial Reporting, Automation, Application Programming Interface (API), User Interface (UI)

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Packt

    Planning & Control with Oracle Primavera PPM Professional

    Skills you'll gain: Earned Value Management, Project Controls, Project Planning, Project Management Software, Cost Management, Budget Management, Performance Reporting, Process Improvement and Optimization, Configuration Management, Dashboard, System Configuration, Data Import/Export, Data Visualization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    104 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    T

    Tally Education and Distribution Services Private Limited

    Financial Business Accounting and MIS Reports

    Skills you'll gain: Accounts Payable and Receivable, Accounting Software, Ledgers (Accounting), Accounting, Financial Accounting, Sales Tax, Financial Statements, Bookkeeping, International Finance, Invoicing, Inventory Management System, Cash Handling, Tax Compliance, Reconciliation, Payment Systems, Banking, Corporate Tax

    4.6
    Rating, 4.6 out of 5 stars
    ·
    52 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    Business Analysis Mastery: Planning, Skills, and Perspective

    Skills you'll gain: Stakeholder Engagement, Business Analysis, Business Intelligence, Business Process, Business Planning, Stakeholder Analysis, Business Process Management, Requirements Elicitation, Analysis, Information Technology, Agile Methodology, Planning, Governance, Information Management, Adaptability

    4.7
    Rating, 4.7 out of 5 stars
    ·
    85 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    P

    Politecnico di Milano

    Project Management: Life cycle and project planning

    Skills you'll gain: Project Management Life Cycle, Project Management, Project Planning, Scope Management, Project Schedules, Work Breakdown Structure, Timelines, Organizational Skills, Organizational Structure, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
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    110 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Introduction to Events Management

    Skills you'll gain: Event Management, Event Marketing, Event Planning, Logistics Management, Hospitality, Logistics, Marketing Budgets, Hospitality Management, Planning, Operations Management, Budgeting, Promotional Strategies, Vendor Management, Coordination

    4.7
    Rating, 4.7 out of 5 stars
    ·
    271 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    AI for Business Ethics & Financial Strategy Mastery

    Skills you'll gain: Data Ethics, Financial Modeling, Responsible AI, AI Security, Financial Forecasting, Financial Statements, Depreciation, Business Ethics, Balance Sheet, Capital Budgeting, Artificial Intelligence, Strategic Decision-Making, Data Management, Information Privacy, Financial Analysis, Excel Formulas, Ethical Standards And Conduct, Finance, Business Strategy, Business

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    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, Team Oriented, Cost Management, Decision Making

    Intermediate · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    US GAAP Accounting & Financial Reporting Mastery

    Skills you'll gain: Generally Accepted Accounting Principles (GAAP), Financial Reporting, Financial Statements, Revenue Recognition, Financial Statement Analysis, Non-Profit Accounting, Technical Accounting, Balance Sheet, Income Statement, Cash Flows, Expense Management, Mergers & Acquisitions, Financial Accounting, Standard Accounting Practices, Inventory Accounting, Tax Management, Compliance Reporting, Consolidation, Financial Data, Accounting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    18 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG Investing: Financial Decisions in Flux

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Sustainable Development, Corporate Sustainability, Sustainability Standards, Financial Services, Environmental Regulations, Financial Market, Investments, Market Trend, Portfolio Management, Market Analysis, Regulatory Compliance, Capital Markets, Risk Analysis, Sustainable Business, Data Collection, Due Diligence, Big Data, Data Science, Risk Management

    4.5
    Rating, 4.5 out of 5 stars
    ·
    127 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    É

    École Polytechnique Fédérale de Lausanne

    Planning & Design of Sanitation Systems and Technologies

    Skills you'll gain: Sanitation, Environmental Engineering, Water Resource Management, Civil Engineering, Sustainable Development, Systems Thinking, Sustainable Technologies, Case Studies, Community Development, Process Flow Diagrams

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.2K reviews

    Intermediate · Course · 1 - 3 Months

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

  • Valuation and Financial Analysis For Startups: Yonsei University
  • Generative AI & Governmental Financial Reporting: Rutgers the State University of New Jersey
  • Planning & Control with Oracle Primavera PPM Professional: Packt
  • Financial Business Accounting and MIS Reports : Tally Education and Distribution Services Private Limited
  • Business Analysis Mastery: Planning, Skills, and Perspective: Starweaver
  • Project Management: Life cycle and project planning: Politecnico di Milano
  • Introduction to Events Management : Coursera
  • AI for Business Ethics & Financial Strategy Mastery: EDUCBA
  • Risk Management Planning with Expert Judgement: University of Maryland, College Park
  • US GAAP Accounting & Financial Reporting Mastery: EDUCBA

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