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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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    Corporate Finance Institute

    Asset Classes and Financial Markets

    Skills you'll gain: Market Data, Equities, Financial Market, Securities (Finance), Market Liquidity, Wealth Management, Investments, Capital Markets, Financial Services, Cash Management, Asset Management, Financial Planning, Product Knowledge

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    EDUCBA

    Project Management: Planning to Execution Guide

    Skills you'll gain: Project Scoping, Cost Management, Cost Estimation, Budget Management, Project Risk Management, Procurement, Scope Management, Project Management, Stakeholder Management, Project Management Life Cycle, Quality Management, Project Planning, Risk Management, Plan Execution, Management Training And Development, Team Performance Management, Stakeholder Communications, Project Implementation, Team Management, Stakeholder Engagement

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Pennsylvania

    Wharton Business and Financial Modeling Capstone

    Skills you'll gain: Portfolio Management, Financial Modeling, Data Presentation, Presentations, Microsoft PowerPoint, Business Modeling, Data Modeling, Quantitative Research, Business Analytics, Financial Data, Portfolio Risk, Spreadsheet Software, Investments, Return On Investment, Microsoft Excel, Finance, Financial Analysis, Regression Analysis, Model Optimization

    4.5
    Rating, 4.5 out of 5 stars
    ·
    525 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
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    École Polytechnique Fédérale de Lausanne

    African cities : An Introduction to Urban Planning

    Skills you'll gain: Public Works, Land Development, Governance, Climate Change Adaptation, Land Management, Community Development, Environmental Issue, Operational Analysis, Cost Management, Sustainable Development, Policy Analysis, Research, and Development, Economic Development, Project Finance, Spatial Analysis, Transportation Operations, Finance, Demography

    4.8
    Rating, 4.8 out of 5 stars
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    20 reviews

    Intermediate · Course · 1 - 3 Months

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    Coursera

    Unravel Financial Statements: Modeling Concepts

    Skills you'll gain: Financial Modeling, Operational Analysis, Business Modeling, Financial Statements, Financial Statement Analysis, Financial Forecasting, Financial Reporting, Financial Analysis, Accounting, Balance Sheet, Cash Flows, Business Valuation, Income Statement, Cash Flow Forecasting

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Coursera

    Financial Statements for Liquidity Insights

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Case Studies, Financial Analysis, Cash Flows, Balance Sheet, Data Storytelling, Benchmarking, Financial Data, Income Statement, Business Metrics, Communication, Performance Measurement, Performance Analysis

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
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    U

    United Cities and Local Governments of Africa

    Planning for Climate Change in African Cities

    Skills you'll gain: Climate Change Adaptation, Climate Change Programs, Climate Change Mitigation, Environmental Policy, Social Determinants Of Health, Decision Intelligence, Land Management, Environmental Resource Management, Sustainable Development, Decision Support Systems, Governance, Vulnerability, Socioeconomics, Economic Development, Hazard Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    128 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    Coursera

    Automate and Verify Financial Statements

    Skills you'll gain: Excel Formulas, Financial Modeling, Reconciliation, Microsoft Excel, Financial Statements, Financial Reporting, Financial Statement Analysis, Balance Sheet, Financial Data, Verification And Validation, Spreadsheet Software, Profit and Loss (P&L) Management, Financial Analysis, Cash Flows, Income Statement, Automation

    Intermediate · Course · 1 - 4 Weeks

  • Status: New
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    Status: Free Trial
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    E

    EDUCBA

    Master Project Planning and Control Techniques

    Skills you'll gain: Project Closure, Earned Value Management, Scope Management, Project Controls, Cost Management, Project Planning, Project Management Life Cycle, Cost Control, Quality Management, Project Management, Scheduling, Project Schedules, Project Implementation, Team Performance Management, Project Scoping, Team Management, Cost Estimation, Project Coordination, Cost Containment, Change Management

    Mixed · Course · 1 - 3 Months

  • Status: New
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    J

    John Wiley & Sons

    Corporate Valuation and Financial Analysis

    Skills you'll gain: Mergers & Acquisitions, Business Valuation, Financial Forecasting, Environmental Social And Corporate Governance (ESG), Forecasting, Risk Management, Corporate Strategy, Revenue Forecasting, Corporate Finance, Equities, Cash Flow Forecasting, Business Analytics, Corporate Sustainability, Financial Statement Analysis, Financial Management, Financial Modeling, Finance, Financial Analysis, Financial Acumen, Performance Management

    Intermediate · Specialization · 3 - 6 Months

  • 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, Financial Modeling, Income Statement, Return On Investment, Entrepreneurial Finance, Financial Forecasting, Financial Reporting, Cash Flows, Balance Sheet, Financial Data, Excel Formulas, Microsoft Excel, Financial Acumen, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
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    515 reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Illinois at Urbana-Champaign

    Financial Management Graduate Certificate

    Skills you'll gain: Business Strategy, Management Accounting, Model Evaluation, Fund Accounting, Operations Management, Agile Methodology, Organizational Change, Audit Planning, Mergers & Acquisitions, Financial Statement Analysis, Risk Management, Social Determinants Of Health, Revenue Recognition, Entrepreneurship, Data Governance, Financial Auditing, Generative AI, Supply And Demand, Data Storytelling, Internal Controls

    Credit offered

    Graduate Certificate · 6 - 12 Months

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

  • Asset Classes and Financial Markets: Corporate Finance Institute
  • Project Management: Planning to Execution Guide: EDUCBA
  • Wharton Business and Financial Modeling Capstone: University of Pennsylvania
  • African cities : An Introduction to Urban Planning: École Polytechnique Fédérale de Lausanne
  • Unravel Financial Statements: Modeling Concepts: Coursera
  • Financial Statements for Liquidity Insights: Coursera
  • Planning for Climate Change in African Cities: United Cities and Local Governments of Africa
  • Automate and Verify Financial Statements: Coursera
  • Master Project Planning and Control Techniques: EDUCBA
  • Corporate Valuation and Financial Analysis: John Wiley & Sons

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