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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


  • S

    STARWEAVER

    Advanced Financial Analysis and Credit Risk Modeling

    Skills you'll gain: Credit Risk, Risk Modeling, Financial Analysis, Financial Statement Analysis, Financial Modeling, Financial Statements, Cash Flows, Portfolio Risk, Investments, Risk Analysis, Market Liquidity, Corporate Finance, Return On Investment, Business Valuation, Data Modeling, Performance Stress Testing, Case Studies, Excel Formulas, Business Analytics

    Intermediate · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • C

    Coursera

    Financial Valuation and Deal Modeling with Excel

    Skills you'll gain: Financial Modeling, Competitive Analysis, Business Valuation, Project Finance, Investment Banking, Financial Analysis, Mergers & Acquisitions, Financial Forecasting, Capital Budgeting, Benchmarking, Risk Analysis, Waterfall Methodology, Excel Formulas, Cash Flows, Microsoft Excel, Cash Flow Forecasting, Data Transformation, Business Analysis, Technical Analysis, Model Evaluation

    Advanced · Course · 1 - 3 Months

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

    Coursera

    Cells, Formulas, and Finance: Excel for Financial Analysts

    Skills you'll gain: Financial Statements, Financial Statement Analysis, Financial Modeling, Excel Macros, Financial Analysis, Pivot Tables And Charts, Data Integrity, Bookkeeping, Excel Formulas, Trend Analysis, Balance Sheet, Reconciliation, Financial Data, Data Validation, Ledgers (Accounting), Data Quality, Spreadsheet Software, Microsoft Excel, Data Cleansing, Automation

    ★ 3.3 (8) · Intermediate · Specialization · 3 - 6 Months

    Category: New
    New
    Status: Free Trial
    Free Trial
  • N

    Northeastern University

    Planning and Managing Information Systems Development Part 2

    Skills you'll gain: Enterprise Architecture, Stakeholder Engagement, Resource Management, Project Risk Management, Risk Management, Stakeholder Management, Information Technology Architecture, Procurement, Resource Planning, Resource Allocation, IT Management, Risk Analysis, Project Management, Information Systems, Communication Planning, Management Information Systems, Risk Mitigation, Stakeholder Communications, Communication Strategies, Stakeholder Analysis

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • N

    Northeastern University

    Planning and Managing Information Systems Development Part 1

    Skills you'll gain: Cost Management, Project Schedules, Scope Management, Scheduling, Project Planning, Project Scoping, Systems Development, Timelines, Requirements Management, Cost Estimation, Business Planning, Agile Project Management, Project Portfolio Management, Quality Management, IT Management, Information Systems, Strategic Planning, Project Management, Project Estimation, Project Documentation

    Mixed · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
  • C

    Coursera

    Financial Data Storytelling & Executive Reporting in Excel

    Skills you'll gain: Dashboard, Data Storytelling, Data Presentation, Dashboard Creation, Business Reporting, Responsible AI, Storytelling, Report Writing, Data Visualization, Interactive Data Visualization, Presentations, Financial Reporting, Generative AI, Financial Data, Technical Communication, Microsoft Excel, Financial Modeling, Data Ethics, Data Visualization Software, Strategic Communication

    Advanced · Course · 1 - 3 Months

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

    PracticalGrowth

    Project Planning and Delivery: From Scope to Launch

    Skills you'll gain: Project Planning, Prioritization, Project Scoping, Sprint Planning, Strategic Prioritization, Project Implementation, Project Management, Project Schedules, Project Coordination, Product Roadmaps, Milestones (Project Management), Stakeholder Communications, Project Estimation, Work Breakdown Structure, Communication Planning, Scope Management, Project Documentation, Scrum (Software Development), Project Performance, Release Management

    Intermediate · Course · 1 - 4 Weeks

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

    Packt

    Planning and Control Using Microsoft Project 365 and 2021

    Skills you'll gain: Microsoft Project, Project Schedules, Resource Allocation, Resource Planning, Resource Management, Project Management Software, Resource Utilization, Scheduling, Project Performance, Calendar Management, Project Coordination, Project Controls, Project Management, Microsoft 365, Timelines, Management Reporting, Milestones (Project Management), Project Planning, Workflow Management, Work Breakdown Structure

    Intermediate · Course · 3 - 6 Months

  • C

    Coursera

    Present Compelling Financial Reports with Confidence

    Skills you'll gain: Business Reporting, Data Presentation, Report Writing, Financial Reporting, Data Visualization, Concision, Data Storytelling, Data Visualization Software, Presentations, Storytelling, Communication, Graphing

    Intermediate · Course · 1 - 4 Weeks

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

    EDUCBA

    Financial Modeling for Maruti Suzuki: Analyze & Evaluate

    Skills you'll gain: Cash Flows, Business Valuation, Financial Statement Analysis, Financial Statements, Financial Analysis, Balance Sheet, Financial Modeling, Profit and Loss (P&L) Management, Cash Flow Forecasting, Case Studies, Return On Investment, Financial Data, Financial Forecasting, Market Analysis, Equities, Market Dynamics

    ★ 5 (12) · Mixed · Course · 1 - 4 Weeks

    Category: Preview
    Preview
  • E

    EDUCBA

    Capital Adequacy, Stress Scenarios, and Financial Resilience

    Skills you'll gain: Risk Modeling, Risk Management, Bank Regulations, Financial Regulations, Operational Risk, Risk Analysis, Hedge Accounting, Business Continuity, Financial Analysis, Financial Systems, Performance Stress Testing

    Mixed · Course · 1 - 3 Months

    Status: Free Trial
    Free Trial
  • E

    EDUCBA

    Analyze and Apply IFRS Standards in Financial Reporting

    Skills you'll gain: International Financial Reporting Standards, Financial Reporting, Financial Accounting, Technical Accounting, Financial Statement Analysis, Business Reporting, Financial Statements, Contract Accounting, Consolidation, Mergers & Acquisitions, Insurance, Accounting, Risk Management

    ★ 4.9 (18) · Beginner · Course · 1 - 3 Months

    Category: New
    New
    Category: Preview
    Preview
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In summary, here are 10 of our most popular financial planning courses

  • Advanced Financial Analysis and Credit Risk Modeling: STARWEAVER
  • Financial Valuation and Deal Modeling with Excel: Coursera
  • Cells, Formulas, and Finance: Excel for Financial Analysts: Coursera
  • Planning and Managing Information Systems Development Part 2: Northeastern University
  • Planning and Managing Information Systems Development Part 1: Northeastern University
  • Financial Data Storytelling & Executive Reporting in Excel: Coursera
  • Project Planning and Delivery: From Scope to Launch: PracticalGrowth
  • Planning and Control Using Microsoft Project 365 and 2021: Packt
  • Present Compelling Financial Reports with Confidence: Coursera
  • Financial Modeling for Maruti Suzuki: Analyze & Evaluate: EDUCBA

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