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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 Ratios: Analyze & Apply Key Metrics

    Skills you'll gain: Variance Analysis, Accounting, Financial Statements, Business Metrics, Financial Statement Analysis, Financial Analysis, Performance Measurement, Cash Flows, Balance Sheet, Spreadsheet Software, Business, Performance Metric, Performance Analysis, Key Performance Indicators (KPIs), Analysis, Income Statement, Excel Formulas, Benchmarking

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Fintech: Foundations & Applications of Financial Technology

    Skills you'll gain: FinTech, Portfolio Management, Consumer Lending, Return On Investment, Blockchain, Cryptography, Credit/Debit Card Processing, Digital Assets, Financial Services, Payment Processing, Investments, Lending and Underwriting, Investment Management, Technology Strategies, Emerging Technologies, Risk Analysis, Portfolio Risk, Fundraising and Crowdsourcing, Market Analysis, Fraud detection

    4.6
    Rating, 4.6 out of 5 stars
    ·
    3.8K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    F

    Fundação Instituto de Administração

    Models & Frameworks to Support Sales Planning

    Skills you'll gain: Sales Management, Sales Strategy, Customer Engagement, Sales Process, Sales, Sales Enablement, Sales Training, Customer Relationship Building, Business, Negotiation

    4.5
    Rating, 4.5 out of 5 stars
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    79 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
    New
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    Skillshare

    ChatGPT for Content Creation and Planning

    Skills you'll gain: AI Personalization, Business Process

    4
    Rating, 4 out of 5 stars
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    15 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Corporate Finance Institute

    Financial Statements in Power BI

    Skills you'll gain: Data Analysis Expressions (DAX), Snowflake Schema, Power BI, Financial Statements, Business Intelligence, Financial Reporting, Cash Flows, Microsoft Excel, Financial Data, Data Modeling, Balance Sheet, Income Statement, SQL

    4.7
    Rating, 4.7 out of 5 stars
    ·
    38 reviews

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Investment Banking & Financial Market Systems

    Skills you'll gain: Investments, Financial Analysis, Economic Development, Market Analysis, Securities Trading, Asset Management, Mergers & Acquisitions, Underwriting

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Data Analysis

    Skills you'll gain: Generative AI, Responsible AI, Financial Data, Complex Problem Solving, Microsoft Copilot, ChatGPT, Data-Driven Decision-Making, Data Analysis, Financial Analysis, Business Ethics, Data Visualization Software

    4.2
    Rating, 4.2 out of 5 stars
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    13 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Robotic Path Planning and Task Execution

    Skills you'll gain: Robotics, Artificial Intelligence, Graph Theory, Algorithms, Computer Vision, Data Structures, Python Programming

    Build toward a degree

    4.4
    Rating, 4.4 out of 5 stars
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    13 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    U

    University of Colorado Boulder

    Planning with Climate Change in Mind

    Skills you'll gain: Climate Change Adaptation, Corporate Sustainability, Environmental Resource Management, Environment, Social Impact, Adaptability, Action Oriented, Community Development, Water Resource Management, Risk Analysis, Environmental Science, Sustainability Reporting, Vulnerability

    4.9
    Rating, 4.9 out of 5 stars
    ·
    80 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Scrum Fundamentals and Industry Planning Techniques

    Skills you'll gain: Sprint Planning, Sprint Retrospectives, Agile Methodology, Backlogs, Agile Project Management, Estimation, Capacity Planning, Project Estimation, Meeting Facilitation, User Story, Dependency Analysis, Goal Setting, Capacity Management, Cross-Functional Team Leadership, Prioritization, Collaboration, Stakeholder Management, Team Building, Risk Mitigation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Planning & Execution plan in Heavy Lifting

    Skills you'll gain: Construction Engineering, Construction, Engineering Management, Equipment Design, Construction Management, Engineering Practices, Architecture and Construction, Safety Standards, Structural Engineering, Engineering Calculations, Hazard Analysis, Personal protective equipment

    4.6
    Rating, 4.6 out of 5 stars
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    10 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    BIM Fundamentals: Smarter Building Design & Planning

    Skills you'll gain: Autodesk Revit, Building Information Modeling, Document Management, Engineering Documentation, Architectural Drawing, Project Coordination, Computer-Aided Design, Digital Transformation, Architectural Design, Construction Management, Collaboration, 3D Modeling, Data Modeling, Coordination, Visualization (Computer Graphics), Data Visualization

    4.2
    Rating, 4.2 out of 5 stars
    ·
    16 reviews

    Beginner · Course · 1 - 4 Weeks

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1…212223…414

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

  • Financial Ratios: Analyze & Apply Key Metrics: Coursera
  • Fintech: Foundations & Applications of Financial Technology: University of Pennsylvania
  • Models & Frameworks to Support Sales Planning : Fundação Instituto de Administração
  • ChatGPT for Content Creation and Planning: Skillshare
  • Financial Statements in Power BI: Corporate Finance Institute
  • Analyze Investment Banking & Financial Market Systems: EDUCBA
  • GenAI for Financial Data Analysis: Coursera
  • Robotic Path Planning and Task Execution: University of Colorado Boulder
  • Planning with Climate Change in Mind: University of Colorado Boulder
  • Scrum Fundamentals and Industry Planning Techniques: Board Infinity

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