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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: New
    New
    Status: Free Trial
    Free Trial
    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

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analyze Financial Models: Scenarios and Sensitivity

    Skills you'll gain: Strategic Decision-Making, Microsoft Excel, Financial Modeling, Case Studies, Financial Analysis, Risk Analysis, Strategic Thinking, Financial Forecasting, Analysis, Business Analysis, Spreadsheet Software, Risk Modeling, Financial Data, Data-Driven Decision-Making, Scenario Testing, Risk Management, Forecasting, Data Presentation, Presentations

    Intermediate · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Planning for a Google Workspace Deployment - Português

    Skills you'll gain: Organizational Change, Change Management, Google Workspace, Data Migration, Cloud Deployment, User Provisioning, Gmail, Network Routing, Interoperability, End User Training and Support

    Beginner · Course · 1 - 4 Weeks

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

    EDUCBA

    Equity Research & Financial Modeling in Excel

    Skills you'll gain: Financial Statement Analysis, Cash Flows, Financial Modeling, Financial Statements, Revenue Forecasting, Financial Analysis, Cash Flow Forecasting, Equities, Income Statement, Private Equity, Financial Forecasting, Financial Accounting, Business Valuation, Balance Sheet, Market Dynamics, Financial Data, Excel Formulas, Market Analysis

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Investment Banking Fundamentals & Financial Deals

    Skills you'll gain: Investment Banking, Mergers & Acquisitions, Banking, Market Analysis, Financial Services, Financial Market, Capital Markets, Financial Analysis, Market Research, Finance, Financial Trading, Corporate Finance, Research Reports, Business Strategies, Sales

    5
    Rating, 5 out of 5 stars
    ·
    14 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    I

    INSEAD

    Blockchain in Financial Services: Strategic Action Plan

    Skills you'll gain: Blockchain, Business Planning, Plan Execution, Strategic Thinking, Business Strategy, Strategic Decision-Making, FinTech, Strategic Partnership, Work Breakdown Structure, Decision Making, Market Opportunities, Solution Design, Proposal Development, Financial Services, Business Modeling, Market Analysis, Case Studies, Value Propositions, Market Research, Target Audience

    4.4
    Rating, 4.4 out of 5 stars
    ·
    72 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    V

    Vanderbilt University

    ChatGPT Meal Planning: Effortlessly Plan and Cook with AI

    Skills you'll gain: Meal Planning And Preparation, AI Personalization, ChatGPT, Cooking, Calendar Management, Generative AI, Creative Thinking, Generative AI Agents, Prompt Engineering, AI Integrations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    30 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Interviewing, Negotiating a Job Offer, and Career Planning

    Skills you'll gain: Smart Goals, Goal Setting, Interviewing Skills, Negotiation, Professional Development, Compensation Strategy, Compensation and Benefits, Job Evaluation, Data Science, Decision Making

    4.9
    Rating, 4.9 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Excel Financial Statement Modeling and Bookkeeping Automation

    Skills you'll gain: Bookkeeping, Financial Analysis, Financial Modeling, Financial Statements, Financial Statement Analysis, Financial Accounting, Financial Reporting, Microsoft Excel, Reconciliation, Income Statement, Accounting, Excel Formulas, Balance Sheet, Cash Flows, Spreadsheet Software, Auditing, Verification And Validation

    Advanced · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free
    Free
    U

    University of Michigan

    Community Awareness: Negotiating for Financial Success

    Skills you'll gain: Price Negotiation, Intercultural Competence, Negotiation, Business Ethics, Cultural Diversity, Ethical Standards And Conduct, Conflict Management, Goal Setting

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Master Consolidated Financial Statements & Group Accounting

    Skills you'll gain: Consolidation, Intercompany Accounting, Corporate Accounting, Financial Reporting, Technical Accounting, Financial Accounting, Mergers & Acquisitions, Business Valuation, Financial Statement Analysis, Financial Statements, Tax Management, Income Statement, Equities

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Personal Leadership Development Planning and Leading High Performing Teams

    Skills you'll gain: Smart Goals, Team Motivation, Motivational Skills, Team Management, Team Performance Management, Goal Setting, Leadership Development, Team Leadership, Professional Development, Leadership, People Development, Personal Development, Team Building, Emotional Intelligence, Self-Awareness, Gap Analysis, Prioritization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    243 reviews

    Beginner · Course · 1 - 3 Months

1…474849…603

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

  • Financial Statements: Analyze and Apply Key Ratios: Coursera
  • Analyze Financial Models: Scenarios and Sensitivity: Coursera
  • Planning for a Google Workspace Deployment - Português: Google Cloud
  • Equity Research & Financial Modeling in Excel: EDUCBA
  • Analyze Investment Banking Fundamentals & Financial Deals: EDUCBA
  • Blockchain in Financial Services: Strategic Action Plan: INSEAD
  • ChatGPT Meal Planning: Effortlessly Plan and Cook with AI: Vanderbilt University
  • Interviewing, Negotiating a Job Offer, and Career Planning: University of California, Irvine
  • Excel Financial Statement Modeling and Bookkeeping Automation: Coursera
  • Community Awareness: Negotiating for Financial Success: University of Michigan

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