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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


  • E

    Emory University

    Finance for Non-Financial Managers

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Acumen, Equities, Income Statement, Balance Sheet, Finance, Financial Data, Risk Management, Microsoft Excel, Return On Investment, Capital Budgeting, Spreadsheet Software, General Finance, Business Valuation, Cash Flows, Investments

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

    Category: Preview
    Preview
  • C

    Coursera

    Real Estate Financial Modeling

    Skills you'll gain: Revenue Forecasting, Financial Modeling, Financial Forecasting, Real Estate, Forecasting, Cash Flow Forecasting, Risk Management, Property and Real Estate, Investment Management, Risk Analysis, Risk Mitigation, Investments, Financial Analysis, Operating Expense

    ★ 4.3 (74) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • C

    Columbia University

    Financial Engineering and Risk Management

    Skills you'll gain: Portfolio Management, Derivatives, Financial Market, Securities (Finance), Investment Management, Portfolio Risk, Asset Management, Credit Risk, Mortgage Loans, Mathematical Modeling, Investments, Applied Mathematics, Risk Modeling, Estimation, Capital Markets, Futures Exchange, Financial Modeling, Regression Analysis, Market Liquidity, Statistical Methods

    ★ 4.6 (430) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • C

    Corporate Finance Institute

    Real Estate Financial Modeling

    Skills you'll gain: Financial Modeling, Cash Flow Forecasting, Feasibility Studies, Cash Flows, Project Finance, Real Estate, Property and Real Estate, Financial Analysis, Capital Budgeting, Microsoft Excel, Return On Investment, Excel Formulas, Cost Estimation, Corporate Finance, Risk Analysis, Partnership Accounting, Loans, Waterfall Methodology

    Intermediate · Course · 1 - 3 Months

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

    Copenhagen Business School

    Digital Transformation in Financial Services

    Skills you'll gain: FinTech, Technology Strategies, Payment Systems, Case Studies, Financial Services, Digital Transformation, International Finance, Payment Processing, Financial Systems, Banking Services, Banking, Innovation, Financial Regulation, Financial Regulations, Business Transformation, Financial Market, Competitive Analysis, Retail Banking, Analysis, Business Solutions

    ★ 4.4 (2K) · Beginner · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • U

    University of Illinois Urbana-Champaign

    Banking and Financial Institutions

    Skills you'll gain: Financial Systems, Banking Services, Bank Regulations, Banking, Mobile Banking, Financial Regulation, Financial Services, Risk Management, Financial Regulations, Retail Banking, Financial Policy, Commercial Banking, Credit Risk, Finance, Payment Systems, General Finance, FinTech, Operational Risk, Financial Market, Business Modeling

    ★ 4.7 (307) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Create a Financial Statement using Microsoft Excel

    Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Statement Analysis, Financial Data, Income Statement, Bookkeeping, Data Entry, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management, Spreadsheet Software, Month End Closing

    ★ 4.5 (879) · Intermediate · Guided Project · Less Than 2 Hours

    Category: Free
    Free
  • J

    Johns Hopkins University

    Sustainable Cities

    Skills you'll gain: Traffic Flow Optimization, Architectural Design, Sustainable Development, Stormwater Management, Building Codes, Community Development, Sustainable Systems, Land Development, Public Works, Sustainable Architecture, Landscape Architecture, Transportation Operations, Civil Engineering, Land Management, Case Studies, Building Design, Economic Development, Sustainable Design, Sustainable Technologies, Environmental Science

    ★ 4.6 (521) · Intermediate · Specialization · 3 - 6 Months

    Status: Free Trial
    Free Trial
  • T

    The Hong Kong University of Science and Technology

    Python and Statistics for Financial Analysis

    Skills you'll gain: Statistical Inference, Portfolio Risk, Statistical Methods, Pandas (Python Package), Statistical Hypothesis Testing, Probability & Statistics, Risk Analysis, Statistics, Financial Trading, Financial Data, Data Manipulation, Statistical Analysis, Risk Management, Feature Engineering, Regression Analysis, Financial Analysis, Jupyter, Financial Market, Python Programming, Data Visualization

    ★ 4.4 (4.6K) · Intermediate · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • M

    Microsoft

    Strategic Planning

    Skills you'll gain: Workforce Planning, Human Resources Management and Planning, Workforce Development, Human Resource Strategy, Microsoft Copilot, People Analytics, Stakeholder Communications, Plan Execution, Microsoft 365, Presentations, Return On Investment, Change Management, Strategic Decision-Making, Microsoft Power Platform, Financial Analysis, Organizational Change, Microsoft Office, Leadership Development, Corporate Strategy, Business

    Advanced · Course · 1 - 3 Months

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

    Coursera

    Succession Planning

    Skills you'll gain: Succession Planning, Contingency Planning, People Development, Strategic Leadership, Workforce Planning, Talent Management, Leadership and Management, Business Continuity Planning, Leadership Development, Leadership, Workforce Development, Organizational Change, Business Continuity, Talent Pipelining, Training and Development, Change Management, Risk Analysis, Risk Mitigation, Business Risk Management

    ★ 4.1 (14) · Beginner · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • U

    University of California, Irvine

    Project Planning

    Skills you'll gain: Project Schedules, Project Planning, Agile Methodology, Performance Metric, Scheduling, Timelines, Conflict Management, Stakeholder Engagement, Project Estimation, Stakeholder Management, Milestones (Project Management), Agile Project Management, Negotiation, Cost Estimation, Resource Planning, Risk Analysis, Project Risk Management, Contract Management, Kanban Principles, Estimation

    ★ 4.7 (14) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
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In summary, here are 10 of our most popular financial planning courses

  • Finance for Non-Financial Managers: Emory University
  • Real Estate Financial Modeling: Coursera
  • Financial Engineering and Risk Management: Columbia University
  • Real Estate Financial Modeling: Corporate Finance Institute
  • Digital Transformation in Financial Services: Copenhagen Business School
  • Banking and Financial Institutions: University of Illinois Urbana-Champaign
  • Create a Financial Statement using Microsoft Excel: Coursera
  • Sustainable Cities: Johns Hopkins University
  • Python and Statistics for Financial Analysis: The Hong Kong University of Science and Technology
  • Strategic Planning: Microsoft

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