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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


  • U

    University of Illinois Urbana-Champaign

    Financial Statements, SEC Filings and Ratio Analysis

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Financial Reporting, Critical Thinking, Financial Forecasting, Analytical Skills, Financial Data, Balance Sheet, Accounting, Equities, Forecasting, Income Statement, Annual Reports, Business Valuation, Generally Accepted Accounting Principles (GAAP), Revenue Recognition, Cash Flows, Accruals

    ★ 4.8 (25) · Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Reconcile and Analyze Financial Records Effectively

    Skills you'll gain: Reconciliation, QuickBooks (Accounting Software), Spreadsheet Software, Accounting Records, Investigation, Variance Analysis, Financial Statements, Accounts Payable, Financial Controls, Fraud detection, Analysis, Billing & Invoicing, Verification And Validation, Payment Processing

    Beginner · Course · 1 - 4 Weeks

    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 Acumen, Financial Analysis, General Accounting, Standard Accounting Practices, Performance Measurement, Generally Accepted Accounting Principles (GAAP), Financial Data, Cash Flows, Balance Sheet, Spreadsheet Software, Gross Profit, Performance Metric, Key Performance Indicators (KPIs), Excel Formulas, Benchmarking

    Beginner · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
  • C

    Copenhagen Business School

    Digital Transformation of Financial Services - Capstone Project

    Skills you'll gain: Case Studies, Financial Services, Digital Transformation, Banking, FinTech, Competitive Analysis, Analysis, Business Analysis, Technology Strategies, Innovation, Business Transformation, Concision

    ★ 4.5 (184) · Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • S

    SkillsBooster Academy

    Fundamentals of Gen AI Financial Analysis

    Skills you'll gain: Responsible AI, Generative AI Agents, Generative AI, AI literacy, Financial Analysis, Financial Data, Financial Modeling, Financial Statement Analysis, Financial Forecasting, AI Workflows, Stakeholder Communications, Financial Trading, Business Workflow Analysis, Financial Services, AI Enablement, AI Integrations, Financial Systems, LLM Application, Financial Regulation, Business Valuation

    Beginner · Course · 1 - 4 Weeks

    Category: New
    New
    Category: Preview
    Preview
  • E

    EDUCBA

    Financial Risk Analysis for Credit Ratings

    Skills you'll gain: Financial Analysis, Portfolio Risk, Credit Risk, Financial Statement Analysis, Financial Statements, Portfolio Management, Investment Management, Risk Management, Financial Acumen, Project Finance, Business Risk Management, Financial Services, Risk Analysis, Finance, Balance Sheet, Financial Systems, Investments, Banking, Financial Planning, Market Liquidity

    Mixed · Course · 1 - 4 Weeks

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

    Coursera

    Marketing Planning, Audience Insights, and KPI Measurement

    Skills you'll gain: Key Performance Indicators (KPIs), Marketing Planning, Sprint Retrospectives, Marketing Effectiveness, Campaign Planning, Marketing Strategies, Campaign Management, Digital Media Strategy, Strategic Marketing, Performance Measurement, Data-Driven Marketing, Marketing Operations, Cross-Channel Marketing, Performance Metric, Market Research, Market Analysis, Business Analysis, Analytical Skills, Data Visualization, Data Analysis

    Beginner · Course · 1 - 3 Months

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

    EDUCBA

    Financial Statement Analysis & Corporate Finance Decisions

    Skills you'll gain: Financial Statement Analysis, Working Capital, Financial Statements, Financial Analysis, Equities, Corporate Finance, Financial Accounting, Financial Data, Income Statement, Financial Reporting, Balance Sheet, Financial Planning, Business Economics, Market Dynamics, Accounting, Business Strategy, Cash Flows, Asset Management, Accounts Receivable, Return On Investment

    Mixed · Course · 1 - 3 Months

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

    EDUCBA

    Analyze Financial Markets & Apply Investment Strategies

    Skills you'll gain: Investment Banking, Capital Markets, Financial Analysis, Statistics, Investment Management, Financial Management, Financial Market, Quantitative Research, Investments, Financial Acumen, Finance, Data Literacy, Banking, Analytical Skills, Statistical Methods, Communication Strategies, Probability & Statistics, Mergers & Acquisitions, Portfolio Management, Business

    ★ 4.8 (14) · Mixed · Course · 1 - 3 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • P

    Packt

    Financial & Technical Skills for Business Success

    Skills you'll gain: Blogs, Spreadsheet Software, Financial Statements, Financial Statement Analysis, Financial Acumen, Excel Formulas, Microsoft Excel, Financial Analysis, Content Marketing, Balance Sheet, Financial Data, Analysis, Web Presence

    Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • U

    University of Colorado Boulder

    Digital Media and Strategic Planning in Technology Markets

    Skills you'll gain: Value Propositions, Social Media Campaigns, Social Media, Social Media Marketing, Social Media Strategy, Strategic Planning, Search Engine Optimization, Competitive Analysis, Business Modeling, Marketing Planning, Search Engine Marketing, Digital Media Strategy, Web Analytics and SEO, Technology Strategies, Business Planning, Strategic Marketing, Campaign Management, Business Analysis Tools, Marketing Strategies, Google Ads

    ★ 4.4 (7) · Beginner · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
    Category: Build toward a degree
    Build toward a degree
  • E

    Edureka

    Modern Financial Operations(FinOps) with Generative AI

    Skills you'll gain: Accounts Payable, Accounts Payable and Receivable, Financial Data, Make.com, Financial Forecasting, Financial Management, Credit Risk, Generative AI, Financial Controls, Financial Analysis, Finance, Billing & Invoicing, Financial Auditing, Artificial Intelligence, ChatGPT, Accounting, Tax Compliance, Tax Management, Automation, No-Code Development

    Intermediate · Course · 1 - 4 Weeks

    Status: Free Trial
    Free Trial
1…464748…620

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

  • Financial Statements, SEC Filings and Ratio Analysis: University of Illinois Urbana-Champaign
  • Reconcile and Analyze Financial Records Effectively: Coursera
  • Financial Ratios: Analyze & Apply Key Metrics: Coursera
  • Digital Transformation of Financial Services - Capstone Project: Copenhagen Business School
  • Fundamentals of Gen AI Financial Analysis: SkillsBooster Academy
  • Financial Risk Analysis for Credit Ratings: EDUCBA
  • Marketing Planning, Audience Insights, and KPI Measurement: Coursera
  • Financial Statement Analysis & Corporate Finance Decisions: EDUCBA
  • Analyze Financial Markets & Apply Investment Strategies: EDUCBA
  • Financial & Technical Skills for Business Success: Packt

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