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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
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    EDUCBA

    Software Project Planning & Estimation

    Skills you'll gain: Software Development Methodologies, Project Estimation, Database Development, Database Design, Scheduling, Oracle Databases, Stakeholder Engagement, Oracle SQL Developer, Scope Management, Relational Databases, Team Management, Cost Estimation, Database Application, SQL, Agile Project Management, Estimation, Project Planning, Software Engineering, Risk Management, Functional Requirement

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Agile Planning for Software Products

    Skills you'll gain: Sprint Planning, Risk Management Framework, Agile Software Development, Agile Product Development, Agile Methodology, User Requirements Documents, Agile Project Management, Requirements Analysis, Software Development, Risking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    M

    Microsoft

    AI Strategy and Transformation Planning

    Skills you'll gain: AI Enablement, AI Product Strategy, Data Strategy, Strategic Leadership, Organizational Strategy, Responsible AI, Business Transformation, Technology Strategies, Digital Transformation, AI Security, Enterprise Architecture, Organizational Change, Risking, Culture Transformation, Feasibility Studies, Workforce Planning, Resource Allocation, Governance Risk Management and Compliance, Process Mapping, Data Governance

    Beginner · Course · 1 - 3 Months

  • Status: Preview
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    Y

    Yale University

    The Global Financial Crisis

    Skills you'll gain: Crisis Management, Financial Policy, Mortgage Loans, Financial Regulation, Financial Systems, Policy Analysis, Research, and Development, Economics, Policy, and Social Studies, Financial Regulations, Public Policies, Crisis Intervention, Financial Services, General Finance, Credit Risk, Lending and Underwriting, Risk Management Framework, Financial Market, Consumer Lending, International Finance, Contingency Planning, Loans

    4.8
    Rating, 4.8 out of 5 stars
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    2.3K reviews

    Mixed · Course · 3 - 6 Months

  • Status: New
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    EDUCBA

    Financial Statement Presentation Essentials

    Skills you'll gain: Financial Reporting, Financial Statement Analysis, Data Presentation, Financial Accounting, Financial Statements, Business Reporting, Performance Reporting, Generally Accepted Accounting Principles (GAAP), Financial Data, Cash Flows, Technical Accounting, Depreciation, Accounting, Finance, Business, Professional Development, Business Operations, Business Development, Operations, Course Development

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
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    C

    Corporate Finance Institute

    Financial Analysis Fundamentals

    Skills you'll gain: Financial Analysis, Financial Statement Analysis, Financial Statements, Return On Investment, Trend Analysis, Competitive Analysis, Benchmarking, Performance Analysis, Business Metrics, Commercial Lending, Performance Measurement, Lending and Underwriting

    4.5
    Rating, 4.5 out of 5 stars
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    6 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    C

    Corporate Finance Institute

    Valuation Modeling

    Skills you'll gain: Business Valuation, Financial Modeling, Revenue Forecasting, Microsoft PowerPoint, Financial Statements, Sales Presentation, Financial Analysis, Oral Expression, Auditing, Sales Presentations, Verbal Communication Skills, Financial Auditing, Financial Forecasting, Presentations, Investment Banking, Equities, Forecasting, Corporate Finance, Microsoft Excel, Data Analysis

    4.9
    Rating, 4.9 out of 5 stars
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    13 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
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    M

    Microsoft

    GenAI Enhanced Financial Analysis

    Skills you'll gain: Financial Forecasting, Financial Analysis, Financial Statement Analysis, Variance Analysis, Financial Acumen, Financial Statements, Data Transformation, Forecasting, Power BI, Data Quality, Data Governance, Financial Data, Dashboard Creation, Revenue Forecasting, Dashboard, Time Series Analysis and Forecasting, Business Reporting, Anomaly Detection, Data Storytelling, Audit Working Papers

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
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    T

    Total Seminars

    PenTest Planning & Information Gathering

    Skills you'll gain: Penetration Testing, Vulnerability Scanning, Vulnerability Assessments, Cyber Security Assessment, Security Testing, MITRE ATT&CK Framework, Test Planning, Cyber Threat Intelligence, Open Web Application Security Project (OWASP), Regulatory Compliance, Risk Management Framework, Scope Management, Network Analysis, Technical Communication, Drive Engagement, OSI Models, Ethical Standards And Conduct

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Michigan

    Financial Technology (Fintech) Innovations

    Skills you'll gain: Payment Systems, FinTech, Blockchain, Payment Processing, Financial Inclusion, Mobile Banking, Fundraising and Crowdsourcing, Credit/Debit Card Processing, Banking Services, Emerging Technologies, Investment Management, Wealth Management, Asset Management, Investments, Fundraising, Banking, Capital Markets, Consumer Lending, Credit Risk, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
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    2.9K reviews

    Beginner · Specialization · 3 - 6 Months

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

    EDUCBA

    Financial Analysis & Reporting

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Working Capital, Financial Analysis, International Financial Reporting Standards, Management Accounting, Budgeting, Financial Reporting, Cost Accounting, Financial Acumen, Operating Budget, Balance Sheet, Fund Accounting, Cost Control, Asset Management, Market Liquidity, Banking, Accounting Systems, Specialized Accounting, Finance

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Accounting: Advanced Topics

    Skills you'll gain: Cash Flows, Financial Statement Analysis, Financial Statements, Financial Accounting, Depreciation, Fixed Asset, Equities, Financial Analysis, Financial Reporting, Property Accounting, Balance Sheet, Accounting, Market Liquidity, Accounts Payable

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    1.8K reviews

    Intermediate · Course · 1 - 4 Weeks

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

  • Software Project Planning & Estimation: EDUCBA
  • Agile Planning for Software Products: University of Alberta
  • AI Strategy and Transformation Planning: Microsoft
  • The Global Financial Crisis: Yale University
  • Financial Statement Presentation Essentials: EDUCBA
  • Financial Analysis Fundamentals: Corporate Finance Institute
  • Valuation Modeling: Corporate Finance Institute
  • GenAI Enhanced Financial Analysis: Microsoft
  • PenTest Planning & Information Gathering: Total Seminars
  • Financial Technology (Fintech) Innovations: University of Michigan

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